Key Facts
Advanced Micro Devices (AMD) currently holds a 4% share of the data center GPU market and is the second-largest player, significantly trailing Nvidia, which dominates the market with a 92% share, according to IOT Analytics.
In 2022, AMD entered a potential $100 billion agreement with OpenAI to provide hundreds of thousands of chips. Additionally, in 2023, AMD secured a deal with Meta Platforms for 6 gigawatts of its Instinct GPUs, alongside commitments from Microsoft and Oracle to purchase AMD hardware.
AMD’s revenue for 2025 is projected at $34.6 billion, a 34% increase from 2024, with a net margin of 12.3%. This compounds AMD’s competitive position by offering GPUs that deliver similar performance to Nvidia’s but at a lower cost, positioning it as a serious contender in the data center GPU space.
