AMD Server CPU Revenue Surges 70% YoY

AMD's server CPU revenue is guided to grow over 70% year-over-year in Q2 FY26, with the total addressable market expected to exceed $120 billion by 2030. Demand for MI450 GPUs and Helios rack systems already surpasses 2027 plans, driven by Meta and OpenAI deployments. Consumer PC competition from Nvidia and higher memory costs remain headwinds.