AMD CEO Lisa Su says CPU demand could grow ~50% CAGR to over $200B by 2030

AMD CEO Lisa Su says CPU demand could grow at approximately 50% CAGR to over $200 billion by 2030, after raising her forecast three times in nine months, as AI agents create new demand for server processors. She is targeting 50%+ market share for EPYC.

Detected & updated continuously · Source: Nebula