AMD May Have Found Its Next Big AI Growth Engine
GuruFocus·
- Raymond James upgraded AMD to Strong Buy, predicting agentic AI will drive significant growth in the server CPU industry.
- The firm forecasts the market to grow at a compound annual growth rate of 44% over five years, reaching nearly $201 billion by 2030.
- Agentic workloads alone could represent about $85 billion of that market, potentially expanding AMD's role in the AI sector through its CPU business.
