[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Compounding Lab [@CompoundingLab](/creator/twitter/CompoundingLab) on x XXX followers Created: 2025-07-07 18:14:06 UTC 3/ Data Center and AI GPU Growth The data center segment is AMD’s most exciting growth engine. Demand for AMD’s EPYC server CPUs and Instinct AI GPUs is surging, with the company projecting the total addressable market for AI accelerators to reach $XXX billion by 2028. While Nvidia is expected to capture the lion’s share, hyperscale cloud providers and enterprise customers are actively seeking alternatives to diversify supply and foster competition—an environment in which AMD is emerging as the clear second source. AMD’s ramp-up in AI GPU revenue is impressive: from nearly zero in 2023 to over $X billion in 2024, with projections of $XXX billion in 2025 and $XXXX billion by 2029. This translates to a XX% compound annual growth rate (CAGR) in GPU revenue, with the data center segment overall modeled at an XX% CAGR over the next five years. XX engagements  **Related Topics** [gpu](/topic/gpu) [coins ai](/topic/coins-ai) [$nvda](/topic/$nvda) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/CompoundingLab/status/1942286013721702572)
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Compounding Lab @CompoundingLab on x XXX followers
Created: 2025-07-07 18:14:06 UTC
3/ Data Center and AI GPU Growth
The data center segment is AMD’s most exciting growth engine. Demand for AMD’s EPYC server CPUs and Instinct AI GPUs is surging, with the company projecting the total addressable market for AI accelerators to reach $XXX billion by 2028. While Nvidia is expected to capture the lion’s share, hyperscale cloud providers and enterprise customers are actively seeking alternatives to diversify supply and foster competition—an environment in which AMD is emerging as the clear second source.
AMD’s ramp-up in AI GPU revenue is impressive: from nearly zero in 2023 to over $X billion in 2024, with projections of $XXX billion in 2025 and $XXXX billion by 2029. This translates to a XX% compound annual growth rate (CAGR) in GPU revenue, with the data center segment overall modeled at an XX% CAGR over the next five years.
XX engagements
Related Topics gpu coins ai $nvda stocks technology