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AMD (AMD) CEO says still in the very early innings for what's possible with AI tech and demand for AI processing curb continues to steepen
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AMD CEO Lisa Su expects a $2 trillion chip TAM by 2030, driven by the MI450 accelerator and massive growth in AI-related server CPU demand.
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Says AI accelerator market to reach USD 1.4tln by 2030. Market for server CPUs will grow to USD 220bln by 2030 because of AI. TAM for Cos. chips will reach USD 2tln by 2030. Calls the MI450 AI accelerator the fastest in the industry.
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