AMD u/g Strong Buy @ RJ pt 641 Raymond James forecasts server CPU revenue growing at a ~44% five-year CAGR to ~$201B by 2030, driven by data
AMD u/g Strong Buy @ RJ pt 641 Raymond James forecasts server CPU revenue growing at a ~44% five-year CAGR to ~$201B by 2030, driven by data centers, accelerator-hosting CPUs and agentic AI workloads • CPUs are becoming increasingly critical alongside AI accelerators, handling retrieval, databases, applications, security and tool workloads surrounding model calls • AMD offers what Raymond James sees as the strongest combination of direct earnings leverage, data-center positioning and continued market-share gains
AMD u/g Strong Buy @ RJ pt 641 Raymond James forecasts server CPU revenue growing at a ~44% five-year CAGR to ~$201B by 2030, driven by data centers, accelerator-hosting CPUs and agentic AI workloads • CPUs are becoming increasingly critical alongside AI accelerators, handling retrieval, databases, applications, security and tool workloads surrounding model calls • AMD offers what Raymond James sees as the strongest combination of direct earnings leverage, data-center positioning and continued market-share gains