$AMD CEO @LisaSu: AMD raises its 2030 AI accelerator TAM to $1.4T as inference and agentic workloads accelerate. "We’re now expecting that by 2030, the AI accelerator market is going to reach about $1.4 trillion. By 2030. So, what do you think about that? Is that a big number? I mean, what that means is, by the end of the decade, the AI accelerator market is going to approach the size of the entire semiconductor market today."

$AMD CEO @LisaSu: AMD raises its 2030 AI accelerator TAM to $1.4T as inference and agentic workloads accelerate. "We’re now expecting that by 2030, the AI accelerator market is going to reach about $1.4 trillion. By 2030. So, what do you think about that? Is that a big number? I mean, what that means is, by the end of the decade, the AI accelerator market is going to approach the size of the entire semiconductor market today."

@TheTranscript_ @LisaSu x.com/i/grok/share/2…