Intel Gains Over 6% on AMD’s 35% CPU Market Growth Forecast
Intel shares climbed 6.2% in premarket trading ahead of its earnings report as AMD projected the server CPU addressable market to grow more than 35% annually, reaching over $120 billion by 2030. The move reflects broadening AI infrastructure demand for CPUs handling inference workloads.
1. Intel stock rally on AMD outlook
Intel shares climbed 6.2% in premarket trading ahead of its earnings report after AMD projected robust server CPU market growth, with the addressable market expected to exceed $120 billion by 2030 at a compound annual rate above 35%.
2. AI workloads boost CPU demand
Demand for inference-focused AI workloads and agentic AI systems is broadening infrastructure spending beyond GPUs, supporting greater revenue potential for x86 processors and positioning Intel to benefit from the shift toward CPU-centric deployments.
3. Upcoming earnings report context
Investors await Intel’s Q1 earnings report scheduled after market close, and the recent rally suggests optimism that Intel will leverage growing AI-driven CPU demand to deliver results that surpass market expectations.