AMD maps out strategy for leadership in future compute and AI
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AMD used its 2025 Financial Analyst Day in New York to outline its long-term strategy for future compute and AI, detailing new product roadmaps and multi-year financial targets. The company highlighted strong momentum across CPUs, GPUs and adaptive computing platforms as it positions itself for the next phase of growth.
For eeNews Europe readers, the updates signal important shifts in the architectures and components shaping future data-center and AI system design.
Expanding data center and AI leadership
AMD chair and CEO Dr. Lisa Su set the tone early: “AMD is entering a new era of growth fueled by our leadership technology roadmaps and accelerating AI momentum. With the broadest portfolio of products and our deepening strategic partnerships, AMD is uniquely positioned to lead the next generation of high-performance and AI computing. We see a tremendous opportunity ahead to deliver sustainable, industry-leading growth. We have never been better positioned.”
On the GPU side, the company reported record uptake for its Instinct MI350 Series accelerators, already deployed at scale by hyperscalers such as Oracle Cloud Infrastructure. The upcoming “Helios” systems powered by MI450 GPUs are expected to enter the market in Q3 2026 with leadership rack-scale performance, memory capacity and bandwidth. A follow-on MI500 family is planned for 2027.
CPU traction continues as AMD leverages EPYC performance and efficiency gains to capture share in cloud and enterprise environments. The next-gen “Venice” server CPUs will target the growing demand for AI-driven infrastructure with higher density and improved energy efficiency.
Networking remains another strategic pillar. AMD highlighted Pensando Pollara and its next-gen “Vulcano” AI NICs, designed to deliver high bandwidth and standards-based flexibility for large-scale AI clusters.
Client, gaming and adaptive computing momentum
AMD has grown its AI PC lineup 2.5× since 2024, with Ryzen chips now powering more than 250 notebook and desktop platforms and adoption across over half the Fortune 100. The next-gen “Gorgon” and “Medusa” processors are expected to bring up to 10× AI performance improvements compared to 2024 hardware.
The embedded and adaptive computing segment — spanning FPGAs, embedded x86 and semi-custom silicon — continues to build on more than $50 billion in design wins since 2022. AMD says it is well positioned to capture AI-driven growth from cloud to edge, while expanding long-term opportunities in semi-custom and physical AI.
A transformative financial model
AMD aims to sustain high growth across all segments, with expectations of more than 60% revenue CAGR in its data center business and over 10% CAGR in Embedded, Client and Gaming. The company says it is on track to exceed 50% server CPU revenue share, more than 80% CAGR in data center AI, and over 40% client CPU revenue share.
The technology roadmap includes continued chiplet and packaging innovation, extended CPU/GPU/NPU roadmaps, and the introduction of 5th-gen Infinity Fabric for large-scale AI systems.
With an expanding portfolio and aggressive market-share goals, AMD is positioning itself as one of the most influential players shaping next-generation high-performance and AI-centric compute architectures.
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