AMD提出展望, 预测到2030年时, 美元/美元/美元数据中心市场, 收入增长60%, 以及50%的AI服务器份额 。 AMD raises outlook, projects $1T data center market by 2030, 60% revenue growth, and 50% AI server share.

高级微型设备(AMD)在三年来第一个分析日之后提高了财务前景,预测其数据中心芯片市场在AI需求驱动下,到2030年将达到1万亿美元。 Advanced Micro Devices (AMD) raised its financial outlook after its first analyst day in three years, projecting its data center chip market to reach $1 trillion by 2030, driven by AI demand. 该公司预计其数据中心收入在未来三至五年内将增长60%以上,年收入增长超过35%,AI驱动的服务器CPU市场份额超过50%。 The company expects its data center revenue to grow over 60% in the next three to five years, with annual revenue growth exceeding 35% and AI-driven server CPU market share surpassing 50%. AMD还预测非GAAP业务利润超过35%,经调整的EPS每年超过20美元。 AMD also forecasted non-GAAP operating margins above 35% and adjusted EPS exceeding $20 per year. 与OpenAI公司的一项重大交易预计将贡献数百亿美元的年收入。 A major deal with OpenAI is expected to contribute tens of billions in annual revenue. 该公告提升了AMD在下班后交易中4%的份额。 The announcement boosted AMD’s shares 4% in after-hours trading.