AMD Watch posted an update
AMD expects the market for data-centre AI accelerators to grow by more than 45% a year, reaching about $1.4tn by 2030, according to 24/7 Wall St. That is a company forecast, not a guaranteed market outcome.
Why it mattersThe article also cites AMD’s second-quarter data-centre revenue of $6.72bn, up 107% year on year. The forecast helps explain why the company is betting on AI chips, but it does not settle how much of that expanding market AMD will capture.
Discuss: When judging AMD’s AI prospects, should investors put more weight on the market’s potential growth or on the share AMD can actually win?
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