$AMD Dr. Su on taking 50%+ Server CPUs share👑 Tom, Analyst: Thank you. Sitting in the front sometimes pays off. Thank you, guys. Appreciate it. It’s been a great day. I guess I’ll start with the CPU TAM. $220 billion in 2030. You guys have previously talked about 50% of that market. With the bigger numbers, is that still the expectation, and can you update us on what you think the share could be? Dr. Lisa Su, Chair and CEO, @AMD : Yeah, absolutely. We continue to be more and more excited about the CPU market, the agentic AI workloads. The more we talk to customers, the more we understand what’s happening. I think we see tremendous growth in CPUs. Yes, we’ve updated our TAM to over 50% over the next three or four years, reaching over $200 billion. We’re still very much focused on getti
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