AMD expects to see its annual data center revenue hit $100 billion within five years, with the company’s CEO, Dr. Lisa Su, predicting that the global data center market will be worth $1 trillion by 2030.

Speaking at AMD’s Financial Analyst Day in New York this week, Su predicted the chipmaker would see its earnings more than triple during the period, with CFO Jean Hu adding that in the next three to five years, AMD is forecasting 35 percent annual growth across the entire business, and 60 percent for its data center business.

The growth will be primarily driven by customer demand for AI compute infrastructure, the company said. Last month, AMD signed a multi-year deal with OpenAI to deploy 6GW-worth of GPUs, with the first 1GW expected to come online in the second half of 2026.

During the event, AMD reconfirmed its plans to release new products in each of the next three years, starting with its MI450 AI chip series – including the company’s forthcoming double-wide Helios rack – slated for release in Q3 2026. The AMD Instinct MI455X will target at scale AI training and inferencing workloads, while the MI430X has been designed for sovereign AI and HPC applications.

When compared to Nvidia’s Vera Rubin chips, AMD claims its MI450 series will have 1.5X memory capacity and 1.5X scale-out bandwidth.

The MI500 series will follow in 2027, and although the chipmaker has yet to officially announce its successor, in July of this year, the director of the High-Performance Computing Center (HLRS) in Stuttgart, Germany, revealed the existence of the MI600 chip, stating that the center was “already interested” in the product.

"It's an exciting market… there's no question, data center is the largest growth opportunity out there, and one that AMD is very, very well-positioned for," Su said. "We have now all of the pieces to deliver full AI factories, and that is really our goal throughout this entire stack, across CPUs, GPUs, software, networking, and our cluster-level systems design.”