Post by Kristina Partsinevelos on X
Kristina Partsinevelos@KristinaParts
X$AMD CEO Lisa Su just doubled her server CPU TAM forecast on the call. In November, AMD guided to ~18% annual growth. Tonight: "we now expect the server CPU TAM to grow at greater than 35% annually, reaching over $120 billion by 2030." Agentic AI driving the rerate.

218 likes12 repliesPosted May 5, 2026