“With our view of the TAM being greater than 40%, we also expect to grow greater than that from an overall revenue standpoint for the company.”

In context

“Dr. Lisa Su (Chair and Chief Executive Officer): When we look at the overall TAM, it's a very exciting time in compute. Every part of our business—server CPU, data center AI and embedded and PC—benefits from AI tailwinds. In each segment, we see an opportunity to grow above the market. With our view of the TAM being greater than 40%, we also expect to grow greater than that from an overall revenue standpoint for the company.”