AMD's Lisa Su: data center CPU TAM to hit $220B and AI accelerator TAM $1.4T by 2030
bookwormengr · x · 2026-10-13
At OCP 2026 AMD CEO Lisa Su projected the data center CPU TAM growing 50% CAGR to $220B by 2030 (from $26B in 2025, driven by general purpose, AI host and agentic workloads), while the AI accelerator TAM grows 45% CAGR to $1.4T across training and inference.
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