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AMD is expanding beyond chips into rack-scale AI systems and software, coordinating CPUs, GPUs and networking for complete data-center solutions such as its Helios systems and MI455 products.
Agentic AI is expected to increase demand for server CPUs because these workloads require continuous control-plane activity, API calls, database queries and tool execution. AMD is targeting high-core-count, high-frequency and general-purpose processors with its Venice portfolio.
AMD expects strong growth in its data-center and AI businesses, while raising its estimate of the server CPU market to $220 billion through 2030 and emphasizing execution, hybrid computing architectures and the enduring importance of the x86 ecosystem.