Lisa Su Bullish on AI at OCP: $1.4 Trillion GPU TAM by 2030

AMD CEO Lisa Su struck a bullish tone on AI at the OCP Global Summit, projecting a $1.4 trillion data center GPU TAM and roughly $220 billion CPU market by 2030, driven by sustained AI inference demand.

2026-10-13 ~ 2026-10-14 · 2 related posts

• AMD's Lisa Su: data center CPU TAM to hit $220B and AI accelerator TAM $1.4T by 2030 — bookwormengr · 2026-10-13
• AMD's Lisa Su sees strong AI inference and CPU demand at OCP summit — firstadopter · 2026-10-14