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AMD CEO Lisa Su Predicts Explosive AI-Driven Server CPU Boom, Foresees Revenue Opportunity of Over $120 Billion

AMD surged after CEO doubled its server CPU market forecast to $120 billion by 2030, driven by booming agentic AI demand and strong earnings.

AMD CEO Lisa Su Predicts Explosive AI-Driven Server CPU Boom, Foresees Revenue Opportunity of Over $120 Billion

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Adjusted earnings came in at $1.37 per share, ahead of analyst estimates of $1.29 per share.</p><p>The company&#39;s overall revenue climbed 38% compared to the same period last year.</p><p>For the second quarter, AMD projected revenue of about $11.2 billion, with a possible variance of $300 million, exceeding analyst forecasts of $10.52 billion.</p><p>The company also expects adjusted gross margin to improve to roughly 56%, up from 55% in the first quarter.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD CEO Lisa Su Predicts Explosive AI-Driven Server CPU Boom, Foresees Revenue Opportunity of Over $120 Billion</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD CEO Lisa Su Predicts Explosive AI-Driven Server CPU Boom, Foresees Revenue Opportunity of Over $120 Billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2026-05-06 11:05</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>During <a href=\"https://laohu8.com/S/AMD\">AMD</a>&#39;s first-quarter 2026 earnings call, Su said the company now expects the server CPU total addressable market to grow more than 35% annually through the end of the decade, up sharply from its prior 18% projection shared in November.</p><p>&#34;CPUs are a very critical part of data center infrastructure,&#34; Su said, adding that AI-driven workloads are increasing compute requirements much faster than anticipated.</p><p>AMD previously estimated the server CPU market would reach roughly $60 billion by 2030.</p><p>That figure has now doubled as enterprises and hyperscale cloud providers ramp AI deployments that require more CPUs for orchestration, inference and broader infrastructure support.</p><p>Su also said that while GPUs remain central to AI acceleration, CPUs are increasingly necessary for managing AI agents, processing data and supporting head nodes in data centers.</p><p>&#34;As AI adoption scales, you need more inferencing,&#34; Su said. &#34;They all require CPUs for orchestration and the data processing.&#34;</p><p>She added that AMD is seeing stronger-than-expected customer demand across cloud and enterprise markets, fueled by rapid adoption of agentic AI systems.</p><p>AMD also said it expects server CPU revenue to grow more than 70% year over year in the second quarter, supported by strong demand for its EPYC processor portfolio, including <strong>Turin</strong> and future <strong>Venice</strong> chips.</p><p>Su said AMD remains confident it can capture more than 50% of the growing server CPU market by expanding production capacity and broadening its processor lineup.</p><p>&#34;CPUs are critical for so many tasks that you are seeing a lot more discussion about CPUs in the market,&#34; she said during the call.</p><p>AMD reported first-quarter revenue of $10.25 billion, surpassing Wall Street expectations of $9.89 billion. Adjusted earnings came in at $1.37 per share, ahead of analyst estimates of $1.29 per share.</p><p>The company&#39;s overall revenue climbed 38% compared to the same period last year.</p><p>For the second quarter, AMD projected revenue of about $11.2 billion, with a possible variance of $300 million, exceeding analyst forecasts of $10.52 billion.</p><p>The company also expects adjusted gross margin to improve to roughly 56%, up from 55% in the first quarter.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/markets/tech/26/05/52311020/amd-lisa-su-ai-server-cpu-boom-120bn-revenue-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2633977810","content_text":"During AMD's first-quarter 2026 earnings call, Su said the company now expects the server CPU total addressable market to grow more than 35% annually through the end of the decade, up sharply from its prior 18% projection shared in November.\"CPUs are a very critical part of data center infrastructure,\" Su said, adding that AI-driven workloads are increasing compute requirements much faster than anticipated.AMD previously estimated the server CPU market would reach roughly $60 billion by 2030.That figure has now doubled as enterprises and hyperscale cloud providers ramp AI deployments that require more CPUs for orchestration, inference and broader infrastructure support.Su also said that while GPUs remain central to AI acceleration, CPUs are increasingly necessary for managing AI agents, processing data and supporting head nodes in data centers.\"As AI adoption scales, you need more inferencing,\" Su said. \"They all require CPUs for orchestration and the data processing.\"She added that AMD is seeing stronger-than-expected customer demand across cloud and enterprise markets, fueled by rapid adoption of agentic AI systems.AMD also said it expects server CPU revenue to grow more than 70% year over year in the second quarter, supported by strong demand for its EPYC processor portfolio, including Turin and future Venice chips.Su said AMD remains confident it can capture more than 50% of the growing server CPU market by expanding production capacity and broadening its processor lineup.\"CPUs are critical for so many tasks that you are seeing a lot more discussion about CPUs in the market,\" she said during the call.AMD reported first-quarter revenue of $10.25 billion, surpassing Wall Street expectations of $9.89 billion. Adjusted earnings came in at $1.37 per share, ahead of analyst estimates of $1.29 per share.The company's overall revenue climbed 38% compared to the same period last year.For the second quarter, AMD projected revenue of about $11.2 billion, with a possible variance of $300 million, exceeding analyst forecasts of $10.52 billion.The company also expects adjusted gross margin to improve to roughly 56%, up from 55% in the first quarter.","news_type":1,"symbols_score_info":{"AMD":0.83,"DAMD":0.6,"AIYY":0.6,"AMDY":0.6,"AMDU":0.6,"AMDL":0.6,"AMDG":0.6,"AMDD":0.6,"AMDS":0.6,"AMDW":0.6,"AMUU":0.6,"AMYY":0.6}},"isVote":1,"tweetType":1,"viewCount":1,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":14,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}