Advanced Micro Devices (AMD) announced a significant partnership with Meta Platforms (META) involving a 6-gigawatt (GW) deal for the deployment of custom MI450 GPUs and 6th-generation EPYC CPUs, set to enhance AI capabilities. The first deployment is scheduled as part of their ongoing collaboration using AMD’s Helios rack-scale architecture and ROCm software.
AMD’s data center AI revenues are expected to grow at a compound annual growth rate (CAGR) of over 80% in the next 3-5 years, contributing to an estimated $1 trillion market by 2030 from a baseline of $200 billion in 2025. The company anticipates overall data center revenues to reflect an annual growth rate of more than 60% during the same period.
Despite these positive forecasts, AMD faces tough competition from NVIDIA, which is rapidly adopting its new Hopper 200 and Blackwell GPU platforms, and Broadcom, which expects its AI revenues to double by fiscal Q1 2026 to $8.2 billion. Currently, AMD’s shares have risen 104.2% over the past year, surpassing the broader tech sector’s growth of 24.4%.
