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AMD outlined its long-term growth strategy and financial targets during its Financial Analyst Day, highlighting plans to accelerate revenue growth and cement its leadership in high-performance and AI computing.
Chair and CEO Lisa Su said AMD was entering “a new era of growth” fuelled by its 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,” she said.
“We see a tremendous opportunity ahead to deliver sustainable, industry-leading growth. We have never been better positioned.”
As part of its new financial model, AMD is targeting more than 35% compound annual revenue growth (CAGR), a non-GAAP operating margin above 35%, and non-GAAP earnings per share exceeding US$20 over the next three to five years.
The company expects to achieve over 60% revenue CAGR in its data centre business, driven by strong demand for its AMD Instinct products and next-generation systems. Its embedded, client and gaming businesses are forecast to deliver over 10% revenue CAGR during the same period.
AMD said it aims to capture more than 50% of the server CPU revenue market share through its AMD EPYC CPU portfolio, while also targeting over 80% revenue CAGR in data centre AI.
In its client and gaming segments, AMD expects to exceed 40% client revenue market share, supported by a growing portfolio of AMD Ryzen processors and a base of more than one billion AMD-based gaming devices, including three generations of leading gaming consoles.
The company also plans to build on its strength in adaptive computing, targeting over 70% revenue market share and expanding opportunities in the embedded x86 and semi-custom silicon markets.
AMD also used the opportunity to highlight its product portfolio and technology roadmap, including how its upcoming Helios systems with AMD Instinct MI450 Series GPUs are expected to deliver rack-scale performance leadership from the third quarter of 2026, followed by the MI500 Series in 2027.
On the software front, AMD added its open-source ROCm platform continues to gain traction, touting downloads have increased ten-fold year-on-year.
AMD also shared new details about its client processor roadmap, noting that its AI PCs are expected to reach an “AI performance inflection point” with next-generation Gorgon and Medusa processors.
This follows AMD’s General Manager, Jack Huynh, telling TechFinitive about AMD’s client PC ambitions in September, a year after he said that “AMD wants to be an AI-first company“.
