AMD's AI Odyssey: Pioneering the Future at Beijing Summit with Bold Growth Projections

AMD is setting the stage for a pivotal shift into the AI era with plans for its "ADVANCING AI" Innovation Summit slated for March 18, 2025, in Beijing. This event, featuring AMD CEO Dr. Lisa Su, will present a vital opportunity for stakeholders to explore advancements in AI technology across the PC landscape, along with showcasing AMD's roadmap for CPU and GPU architectures.

This forward-looking vision follows last year's summit, where Dr. Su emphatically underscored AMD's commitment to AI advancements under the slogan "AMD AI PC YES!" At the upcoming summit, attendees can expect insights into AMD's progress and strategic pathway as the company continues to cement its role in shaping the AI-driven technological era.

Industry analyst Harlan Sur from JPMorgan has expressed confidence in AMD’s growth prospects following an investor meeting with Dr. Su. He projected a robust double-digit percentage revenue increase for AMD in the 2025 fiscal year, supported by several key growth catalysts. These include the expanding market share in server CPUs, continuous gains in desktop and notebook CPU markets, and a cyclical upsurge in gaming and embedded sectors. Particularly noteworthy is AMD’s AI GPU business, anticipated to achieve over 60% year-on-year growth in 2025.

Harlan Sur's analysis highlighted AMD's ongoing efforts to build momentum for its upcoming MI350 accelerator platform, set to see significant growth in 2025. Oracle's substantial order of AMD’s MI355 series GPUs for constructing clusters dedicated to training and inference workloads exemplifies this momentum. Furthermore, AMD is strategically engaging with major clients like Microsoft, Meta, and Oracle to transition to the MI350 platform, ahead of potential large-scale deployments based on the MI400 platform in 2026.

Overall, Harlan Sur emphasized that AMD's diverse portfolio in data center, enterprise, and client computing, combined with the growth of next-generation AI solutions, positions the company strategically for robust growth throughout 2025. This outlook reflects AMD’s agile adaptation and leadership in the rapidly evolving AI and technological landscape.