AMD noted that AI agents have heightened interest in multi‑processor CPUs.

AMD reports growth in processor sales at Bank of America conference

At a technology meeting held in the offices of Bank of America, AMD CFO Jean Hu presented fresh data on the server processor market. She clarified that the situation has changed since the quarterly report was published last month.

1. Why demand is rising
- AI agents are becoming increasingly popular, and they require high‑performance chips with many cores.
- Hu noted that when running autonomous data streams “real performance is required,” so customers prefer multi‑core models.

2. Financial results
Period Revenue growth vs. previous year Q1 of the current year +50 % Expected in Q2 more than +70 %
Growth is driven by both increased supply volumes and higher average selling prices. As a result, AMD captured 46.2 % of the server processor market share in dollar terms (according to Mercury Research). However, by chip count the company holds only about one third of the x86‑compatible processor market.

3. Production and supplies
- AMD works closely with TSMC, but the production shortage “will not disappear quickly.”
- Negotiations are already underway for deliveries in 2027 and beyond.

4. New accelerators
- The AMD Instinct MI450 is preparing to launch as planned: samples are already with customers, and official sales are scheduled for the third‑fourth quarter of this year.
- Partners Meta and OpenAI express satisfaction with the results; both companies are building forecasts for 2027 that exceed AMD’s expectations.

Thus, the growth in AMD’s server processor revenue is driven by higher sales volumes and price increases, and the company continues to develop production in partnership with TSMC while preparing new accelerators for market launch.