Advanced Micro Devices (AMD), the Santa Clara–based semiconductor company known for its Ryzen CPUs and EPYC data center processors, outlined an ambitious growth roadmap during its 2025 Financial Analyst Day in New York. The company projected that annual global revenue from its data center chips will reach $100 billion within the next five years, driven by rapid adoption of AI workloads, enterprise cloud migration, and next-generation server systems. The company said it plans to capture a significant share of that market with expanded offerings across CPUs, GPUs, FPGAs, and full platform solutions.
To support this vision, AMD forecasts 35% compound annual growth across its business over the next three to five years and 60% annual growth specifically within its data center division. These projections reflect surging investment from hyperscalers and corporations racing to deploy AI-capable infrastructure.
A key part of AMD’s strategy is its next-generation AI chip series, slated for release in 2026. The company also plans to launch a rack-scale server system, marking a deeper shift from being solely a component supplier to becoming a comprehensive AI compute platform provider—an area dominated today by Nvidia’s DGX systems.
“With the broadest portfolio of products and our deepening strategic partnerships, AMD is uniquely positioned to lead the next generation of high-performance and AI computing,” said AMD Chair and CEO Dr. Lisa Su. “We see a tremendous opportunity ahead to deliver sustainable, industry-leading growth. We have never been better positioned.”
Su emphasized that AMD is entering a new era defined by an expanded technology pipeline and aggressive product roadmap spanning AI accelerators, adaptive computing, and server-class processors.
