Lisa Su: AI accelerator market poised to hit $1.4 trillion by 2030

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23 segments

0:00

What we're seeing is that the shift to

0:02

aentic AI is certainly growing the AI

0:05

accelerator market very significantly.

0:08

Uh it was actually last year at this

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event that we called the AI accelerator

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market at about 500 billion by 2028 and

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at that time it actually felt like a

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very big number.

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>> But honestly you look at it today and it

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looks conservative because the AI demand

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is just continuing to accelerate. better

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models, more usage. More usage requires

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more compute and more compute actually

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bu builds better models. And so we're

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now expecting that by 2030, the AI

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accelerator market is going to reach

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about 1.4 trillion by 2030. That means

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by the end of the decade, the AI

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accelerator market is going to approach

0:50

the size of the entire semiconductor

0:52

market today. Uh we do expect that GPUs

0:55

are going to make up the vast majority

0:57

of that

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The video discusses the rapid growth and expansion of the AI accelerator market. Due to increased demand, more efficient models, and higher compute requirements, the market projection has been significantly revised upward, with expectations of reaching $1.4 trillion by 2030, approaching the size of today's total semiconductor market, primarily driven by GPUs.