AMD says AI token demand is up 158x in two years, with inference now surpassing training

ryanshrout · x · 2026-07-24

AMD says AI token consumption has risen nearly 158x in about two years, and Lisa Su says inference now exceeds training for the first time. The company also points to a $1.4T AI accelerator TAM by 2030, with agents expected to add further demand.

Related event: AMD Declares AI Inference Compute Surpasses Training(4 posts)→

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