News Overview
- AMD CEO Lisa Su expresses confidence in delivering over 20% growth in 2025, driven by AI GPUs, CPU market share gains, and strategic partnerships.
- AMD expects over 60% growth in its AI GPU business this year, thanks to the ramp-up of its MI350 accelerator platform.
- Oracle’s massive MI355X GPU order highlights AMD’s AI momentum, with the MI400 set to challenge Nvidia by 2026.
- Original Article
In-Depth Analysis
- 20% Growth Projection: JPMorgan analysts are increasingly confident about AMD delivering over 20% growth in 2025, driven by AI acceleration, CPU dominance, and strategic partnerships.
- AI GPU Growth: AMD anticipates over 60% growth in its AI GPU business this year, fueled by the ramp-up of the MI350 accelerator platform.
- Oracle’s MI355X Order: Oracle’s large order for MI355X GPUs demonstrates strong demand for AMD’s AI products.
- MI400 to Challenge Nvidia: AMD is developing the MI400 GPU to directly compete with Nvidia in the AI chip market by 2026.
- CPU Market Share Gains: AMD is confident in achieving over 50% market share in CPUs in the long term. They closed 2024 with an estimated 37-38% share and expect further gains this year.
- Diversified Compute Portfolio: AMD’s strength lies in its diversified portfolio, spanning AI GPUs, server CPUs, gaming, and embedded markets.
Commentary
- AMD is well-positioned to capitalize on the ongoing AI boom, with strong growth expected in its AI GPU business.
- The company’s focus on both AI GPUs and CPUs provides a balanced approach to the computing market.
- Strategic partnerships and key customer wins, such as the Oracle order, validate AMD’s technology and market strategy.
- AMD’s commitment to innovation and its ability to challenge Nvidia in the AI GPU space are key factors for future success.
- The expected growth in 2025 reflects AMD’s strong product portfolio and its ability to meet the increasing demand for high-performance computing.