AMD’s data center business is experiencing tremendous growth, with its server CPU enterprise customer base increasing by over 60% this year alone. The company now expects to capture a significant market share in the server CPU market, thanks to its next-generation server CPU, code-named Venice, which promises to be 1.7 times more powerful and efficient than its current offerings.
This growth is driven by AI-driven demand for AMD’s data center CPUs, which could create an $60 billion addressable market opportunity for the company by 2030. With strong backing from major companies like Oracle, OpenAI, Meta Platforms, and the U.S. Department of Energy, AMD is confident that its data center GPU business will also experience significant growth.
As a result, AMD’s data center business is expected to clock a compound annual growth rate of over 60% for the next three to five years. This growth, combined with solid financial results, could lead to healthy stock market gains and make AMD an attractive investment opportunity for investors looking to tap into the AI semiconductor market.
Source: https://www.fool.com/investing/2025/11/22/meet-the-monster-artificial-intelligence-ai-chip-s