AMD Expands Into Rack-Scale AI as Agentic Workloads Boost CPU Demand

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AMD executives said the company is expanding its role in artificial intelligence from a semiconductor supplier toward a provider of rack-scale systems and software, while positioning its server CPU portfolio for increased demand from agentic AI workloads. Speaking at the Goldman Sachs Communacopia + Technology Conference, Dan McNamara, AMD's senior vice president and general manager of Compute and Enterprise AI, said AMD has shifted from managing individual product roadmaps to coordinating a data-center roadmap spanning CPUs, GPUs and networking, with rack-scale solutions such as its Helios systems and MI455 products as the principal focus. Matt Ramsay, AMD's corporate vice president of financial strategy and investor relations, said the company has raised its estimate of the server CPU total addressable market from $60 billion to $120 billion and then to $220 billion through 2030, and expects its server business to address more than half of that market. The executives reiterated growth targets previously outlined by AMD, including more than 60% compound annual growth for the data-center business and more than 80% compound annual growth for its AI business over the company's strategic timeframe, alongside a total addressable market of roughly $2 trillion by 2030 and an expectation of more than doubling its data-center business by 2027. McNamara said agentic AI changes system architecture because control-plane operations, API calls, database queries and tool execution are CPU-based, and AMD is targeting three CPU deployment areas with its Venice portfolio: high-core-count processors including a 256-core device, high-frequency processors for head-node workloads, and general-purpose server processors for enterprise and cloud deployments.

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AMD raised its server CPU TAM to $220B and targets agentic-AI-driven CPU demand with its Venice portfolio and rack-scale Helios/MI455 systems.

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