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CEO Lisa Su said AMD will expand its AI data center revenues at a CAGR of more than 80% in the next three to five years
In sum – what to know:
$100B data center revenue by 2030 – Driven by strong AI demand and a clear roadmap, the company expects to triple its overall earnings in five years.
AI chip lineup expands with MI450 and MI500 – AMD’s upcoming products aim to outperform Nvidia’s Vera Rubin series in memory capacity and bandwidth.
Partnerships strengthen AI infrastructure push – The OpenAI deal and sovereign AI focus highlight AMD’s move toward full-stack AI factory solutions.
AMD expects its annual data center revenue to reach $100 billion within five years, according to the company’s CEO Lisa Su. Speaking at the company’s financial analyst day in New York, Su said the company will expand its AI data center revenues at a CAGR of over 80% in the next three to five years.
The company also projects the global data center market to reach $1 trillion by 2030, up from $200 billion this year, with an expected CAGR of 40% during the period.
Su added that AMD’s overall revenue could grow at a CAGR of over 35% during the next three to five years, while the firm’s data center business will expand at a CAGR of over 60% during the same period.
The surge will be driven largely by rising demand for AI compute infrastructure, according to the company. Last month, AMD signed a multi-year deal with OpenAI to deploy 6GW of GPUs, with the first 1GW expected to come online in late 2026.
During its financial analyst day, the company also reaffirmed its product roadmap, announcing new releases in each of the next three years. The MI450 AI chip series, featuring the company’s double-wide Helios rack, is set to be launched in the third quarter of 2026. Its Instinct MI455X will target large-scale AI training and inference workloads, while the MI430X will support sovereign AI and high-performance computing applications.
The MI500 series will follow in 2027. While AMD has not yet confirmed its successor, the High-Performance Computing Center (HLRS) in Stuttgart revealed interest in an upcoming MI600 chip, suggesting it is already on the company’s development roadmap.
“It’s an exciting market … there’s no question, data center is the largest growth opportunity out there, and one that AMD is very, very well-positioned for,” Su said.
