Lisa Su said that servers and artificial intelligence will drive AMD's revenue growth by tens of billions of dollars.

Brief annotation

At the quarterly meeting, AMD CEO Lisa Su shared detailed company forecasts for the server and AI markets, and outlined a strategy to address the EPYC processor shortage. This year the company plans more than 60 % revenue growth in the server segment. At the same time it deliberately excludes potential sales of Instinct MI308 accelerators in China from its projections due to an uncertain market situation.

1. Server business – +60 % growth
- Planned increase: AMD expects to raise revenue from server solutions by more than 60 % this year.
- Key factor: The success of Instinct MI308 accelerator sales in China (US$309 m) showed potential, but the company did not include that amount in its current forecast because of market volatility.

2. AI segment – tens of billions of dollars
- Global plan: Next year AMD expects AI revenue to be several tens of billions of dollars.
- Partnership with OpenAI: The company intends to boost component supplies for OpenAI starting in the second half of this year. Instinct MI455 accelerators will mainly be supplied as part of ready‑to‑use server systems.
- Client base: 8 out of the top 10 AI companies worldwide use AMD Instinct family accelerators; demand for Helios products and solutions remains high.

3. Strategy to combat EPYC shortage
- Production increase: To reduce processor shortages, the company plans to expand output through manufacturing partners.
- Last quarter results: EPYC processors delivered record revenue and increased AMD’s share in cloud and enterprise segments.

4. Data centers – sustainable growth
- Goals for the coming years: Over the next 3–5 years the company aims to raise data‑center revenue by about 60 % annually. These rates are already visible this year.
- Problems and solutions: Management sees no obstacles to achieving the November‑last‑year targets—overall revenue growth of more than 35 % over five years.

5. Quarterly figures
- Revenue decline: This quarter’s total revenue is expected to fall by about 5 %. This is due to seasonal swings that outweigh data‑center segment growth.
- CPU market impact: Processor revenue could drop by up to 9 % because of reduced demand.

Conclusion
Lisa Su emphasized AMD’s confidence in achieving ambitious server and AI market plans, and highlighted key steps to address the EPYC shortage. The core message: the company sees large prospects in Instinct accelerators, its partnership with OpenAI, and expanding processor production through external suppliers.