Fresh off a series of financier conferences with Advanced Micro Gadgets Inc‘s AMD CEO Lisa Su, JPMorgan expert Harlan Sur states the business is significantly positive about providing over 20% development in 2025.
Sur’s expectations originate from a mix of AI velocity, CPU supremacy, and tactical collaborations.
These insights originate from the expert’s conversations with AMD management at current financier conferences.
See Likewise: TSMC Proposes Joint Endeavor With Nvidia, AMD And Broadcom To Run Intel’s Factories: Report
AI GPUs: The Next Huge Thing
Su’s AI aspirations are clear, and AMD is preparing for a breakout year in its AI GPU service. The business anticipates over 60% development in AI GPUs this year alone. That’s thanks to a huge ramp in its MI350 accelerator platform.
Oracle Corp ORCL simply dropped a multi-billion-dollar order for 30,000 MI355X GPUs– an early indication of need that AMD thinks will just heighten.
With Microsoft Corp MSFT, Meta Platforms Inc META, and other cloud giants in line to shift to the MI350 series, AMD’s AI roadmap looks more powerful than ever.
However the genuine game-changer? The MI400 platform. Being available in 2026, it intends to take on Nvidia Corp‘s NVDA Rubin-class calculate, targeting enormous AI clusters going beyond 100,000 GPUs.
AMD isn’t simply attempting to maintain– it’s intending to redefine AI calculate with a more versatile, scalable architecture.
Check Out Likewise: Advanced Micro Gadgets Releases AI-Focused Chips Powered By ‘Zen5’ Core Architecture
CPUs: More Market Share, More Power
AI isn’t AMD’s only development engine. Server CPUs stay a core strength, with Su & & Co. positive in crossing 50% market share in the long term. AMD closed 2024 with an approximated 37-38% share, up from 32-33% the year before, and anticipates another 500-600 basis points of gains this year.
AMD’s direct-sales technique is likewise consuming into Intel’s enduring business supremacy.
Next-gen AI work, consisting of agentic AI (which requires more CPU calculate along with GPUs), ought to just accelerate this momentum.
On the other hand, AMD’s note pad and desktop CPUs continue to pick up speed. Market share has actually been climbing up for 4 successive quarters, and a fresh collaboration with Dell Technologies Inc DELL to incorporate Ryzen AI PRO CPUs into industrial PCs might open a new age of development.
With a varied calculate portfolio covering AI GPUs, server CPUs, video gaming, and ingrained markets, AMD is placing itself for continual development in 2025 and beyond.
Read Next:
Image: Shutterstock
Momentum 11.09
Development 82.33
Quality 92.76
Worth 14.83
Market News and Data gave you by Benzinga APIs