AMD: Server CPU demand has gone ballistic

Chipmaker is co-designing a GPU accelerator with and for Meta, which is buying 6GW-worth of AMD hardware.

The Stack

May 06, 2026 - 2 min read

Image credit: https://unsplash.com/@purplepanther761

AMD says the server CPU market is growing double as fast as it expected.

Six months ago AMD said it saw a total server CPU market of $60 billion, growing at 18% annually. Now it sees a $120 billion TAM and 35% growth.

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