AI Shortage Predicts AMD Trillion-Dollar Rise to $667 from $278

Analysts forecast AI supply chain shortages propelling Advanced Micro Devices (AMD) toward trillion-dollar status by 2030, with data-center revenue surging from $16.6B in 2025 to $100B within five years. Key catalysts include 12 GW GPU deals with OpenAI and Meta, plus rising server-CPU market share and pricing power. Modeled EPS of $19.55 implies a $667 stock price at 31x multiple from current ~$278 levels. The narrative highlights persistent chip and capacity constraints boosting margins for AMD and AI infrastructure peers like Oracle.