AMD raises 2030 market outlook to $3T as AI investment cycle accelerates

AMD Just Raised the Top of the Company's 2030 Market to $3 Trillion

AMD raised its 2030 TAM forecast to $2-3T with data center revenue up 50% YoY, expected to double in 2027. Larger TAM reduces required market share for current valuation, though forward P/E of 33 already prices significant AI chip demand with minimal error margin.