AMD's AI Expansion Positions It as a Potential Household Name by 2030

Advanced Micro Devices (AMD) is expanding its presence in the artificial intelligence (AI) sector, aiming to become a significant player by 2030. The company's diversified approach spans gaming consoles, personal computers (PCs), and data centers.

In the gaming industry, AMD supplies semi-custom processors for popular consoles. Reports indicate that AMD has been selected to develop processors for the next generation of gaming consoles from Sony and Microsoft, expected to feature AI-powered enhancements.

In the PC market, AMD offers central processing units (CPUs) capable of handling AI workloads locally. This capability has contributed to an increase in AMD's client CPU market share, which stood at 23.9% in the second quarter of 2025, up from 21.1% in the same period the previous year.

AMD is also making strides in the data center market. The company recently announced a strategic partnership with OpenAI to deploy up to 6 gigawatts of AMD Instinct GPUs over multiple years, with the first 1 gigawatt slated for deployment in 2026. This collaboration is expected to enhance AMD's position in the AI data center market.

Financially, AMD's price/earnings-to-growth (PEG) ratio is 0.52, suggesting that the company is undervalued relative to its projected earnings growth over the next five years. This valuation, combined with AMD's expanding role in AI across various sectors, positions the company as a potential household name in the AI industry by 2030.