The company also expects the global server CPU market to expand more than eight-fold to over $200 billion by 2030 from about $25 billion today

Server processor market share for AMD has surged from 8% to 46%, driven by a savvy hybrid AI strategy, ROCm software, and strong partnerships.

AMD invests $5B in Anthropic for AI infrastructure by 2027. Anthropic's valuation hitting $1.25T by December 31 at 81.5% YES.