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AMD’s Server Chips Are the Real Profit Engine | Durham News
AMD just sent shockwaves through Wall Street with explosive AI news, prompting analysts like UBS’s Timothy Arcuri to slash his price target to $730 and keep a “buy” rating—less than a day after the event. The real catalyst? AMD’s server CPUs, not graphics cards. With gross margins 10 percentage points above average and projected to hit $60 billion in revenue by 2028, these chips are the profit engine driving AMD’s future. CEO Lisa Su’s bold forecast of a $220 billion server CPU market by 2030 is backed by real deals: OpenAI, Meta, and Microsoft are all locked in. This isn’t hype—it’s a…
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