AMD Expects AI Opportunities to Reach $2 Trillion by 2030, Data Center Revenue to Hit $70 Billion by 2027

AMD stated at the 2026 Global TMT Conference that AI-related opportunities could reach $2 trillion by 2030. The data center business is expected to double by 2027, with sales reaching approximately $70 billion, of which AI GPUs will contribute about $40 billion, while the remainder will come from server CPUs. The server CPU market is projected to be adjusted to $220 billion by 2030. AMD has secured procurement commitments of $29 billion to $30 billion and has received the largest allocation increase of capacity from TSMC, but still faces tight supply of wafers, HBM memory, advanced packaging, and substrates. The MI450 is set to begin mass production in the third quarter of 2026, with further ramp-up in the fourth quarter. The gross margin guidance for the third quarter is 56%, with a slight decline expected in the gross margin for the fourth quarter of 2026 and 2027. CFO Jean Hu stated that the speed, scale, and rise of AI are unprecedented. AMD has announced three major clients: Meta, OpenAI, and Anthropic, involving multi-gigawatt deployments and multi-generational collaborations. Helios is ramping up at the rack level, having completed the acquisition of Taalas and collaborating with Cerebras to integrate the Helios system with its wafer-scale engine technology. Server CPU revenue is expected to grow by over 80% year-on-year in the second half of 2026, with growth exceeding 70% entering 2027. Enterprise server revenue is projected to grow by over 70% in the second quarter of 2026.

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