AMD Q2 Earnings Preview: Wall Street Is Watching AMD's Server CPU Push As Lisa Su Eyes A $220B Market

Ahead of its Q2 earnings, AMD is seeing increased optimism from Wall Street, primarily driven by the expanding market for server CPUs, projected to reach $220 billion by 2030 due to agentic AI. Analysts have raised price targets for AMD, citing strong server CPU growth expectations and the upcoming ramp of its MI450 AI platform. The company is expected to report significant year-over-year growth in EPS and revenue.