AMD Financial Analyst Day: $1 Trillion Compute Market Strategy Targets >35% Revenue CAGR and >$20 Non-GAAP EPS

AMD held its Financial Analyst Day in New York on November 11, 2025, outlining a long-term strategy to lead the $1 trillion compute market with a revenue compound annual growth rate greater than 35%, non-GAAP operating margin greater than 35%, and non-GAAP earnings per share exceeding $20 over the next three to five years.

Dr. Lisa Su, AMD chair and CEO, stated that AMD is entering a new era of growth fueled by leadership technology roadmaps and AI momentum, with a portfolio positioned to lead high-performance and AI computing.

Data Center
The AMD Instinct MI350 Series GPUs are deployed at scale by Oracle Cloud Infrastructure. The Helios systems with MI450 Series GPUs are scheduled for Q3 2026 with rack-scale performance, memory capacity, and scale-out bandwidth. The MI500 Series is planned for 2027.  

AMD EPYC processors are gaining server CPU revenue share in cloud and enterprise. Next-generation Venice CPUs target AI and general-purpose infrastructure.  

Pensando Pollara and Vulcano AI NICs provide scale-up and scale-out networking bandwidth.  

Data center business revenue CAGR is targeted at greater than 60%. Data center AI revenue CAGR is targeted at more than 80%. Server CPU revenue market share is expected to exceed 50%.

Open Software
ROCm software downloads increased 10x year-over-year.

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