“The data center AI accelerator market will grow approximately 50% annually over the next few years, from something like $30 billion in 2023 to more than $150 billion in 2027.”
Said Jun 13, 2023Deadline Dec 31, 2027AMD Data Center and AI Technology Premiere keynote, June 13, 2023 (Wccftech); figures restated by Su at AMD Advancing AI, December 2023
AMD itself superseded this estimate within months, raising the 2027 data center AI accelerator TAM to ~$400 billion in December 2023 and later to $500 billion by 2028 and $1 trillion by 2030; the 2027 outcome cannot be judged until the year closes.