AMD is preparing for a year in small groups in artificial intelligence GPU Business: Analyst – Advanced Micro Devices (NASDAQ: AMD)

You are a series of investor meetings with Advanced Micro Devices Inc‘s Dmla CEO Lisa SuJPMorgan analyst, Harlan on More than 20% growth in 2025.

The expectations of on the result of a mixture of AI acceleration, processor domination and strategic partnerships.

These ideas arise from the analyst’s discussions with AMD leadership during the recent investor meetings.

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AI GPUS: The next great thing

The ambitions of the AI ​​of Su are not a secret, and AMD is preparing for a year in small groups in his company GPU of AI. The company is predicting growth of more than 60% of GPUs of AI this year only. It is thanks to a massive ramp in its MI350 MI 350 accelerator platform.

Oracle Corp Orcl I just dropped an order of several billion dollars for GPUs of 30,000 Mi355X – an early sign of demand which, according to AMD, will only intensify.

With Microsoft Corp Msft,, Meta Platforms Inc MetaAnd other giants of the online cloud to switch to the MI350 series, the AI ​​roadmap of AMD seems stronger than ever.

But the real game changer? The MI400 platform. In 2026, he aims to compete with NVIDIA Corp‘s Nvda Rubin Class Calped, targeting massive AI clusters exceeding 100,000 GPU.

AMD is not only trying to follow – it aims to redefine the calculating AI with a more flexible and scalable architecture.

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CPU: no more market share, more power

AI is not the only AMD growth engine. Server processors remain a basic force, with SU & CO. confident to cross the market share of 50% in the long term. AMD closed 2024 with approximately 37 to 38%, against 32 to 33% the previous year, and expects 500 to 600 earnings of winnings this year.

The AMD’s direct sales approach also eats in the domination of Intel companies.

New generation AI workloads, including agentic AI (which require more processor calculation alongside GPU), should not accelerate this momentum.

Meanwhile, the AMD notebook and office processors continue to gain ground. The market share has increased since four consecutive quarters and a new partnership with Dell Technologies Inc Apron Integrating Ryzen AI Pro processors into commercial PCs could unlock a new wave of growth.

With a diversified calculation portfolio covering AI GPUs, server processors, games and integrated markets, AMD is positioned for sustained growth in 2025 and beyond.

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