Ray Wang(@rwang07):$AMD: "At our Financial Analyst Day in November, we outlined a server CPU market growing at approximately 18% annually over the next 3 to 5 years. Based on the demand signals we are seeing today and the structural increase in CPU compute requirements driven by Agentic AI, we now expect the server CPU TAM to grow at greater than 35% annually, reaching over $120 billion by 2030."

Ray Wang

@rwang07

Analyst @SemiAnalysis_ / fundamental research on AI infra/semis. "when your motivation runs low, your discipline takes over"

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Ray Wang@rwang07

2026.05.05 22:36

$AMD: "At our Financial Analyst Day in November, we outlined a server CPU market growing at approximately 18% annually over the next 3 to 5 years. Based on the demand signals we are seeing today and the structural increase in CPU compute requirements driven by Agentic AI, we now expect the server CPU TAM to grow at greater than 35% annually, reaching over $120 billion by 2030."