“'In the Data Center alone, we expect the AI accelerator TAM will grow at more than 60% annually to $500 billion in 2028. To put that in context, this is roughly equivalent to annual sales for the entire semiconductor industry in 2023.'”
Said Oct 29, 2024Deadline Dec 31, 2028AMD Q3 2024 earnings call — October 29, 2024 (reported by Tom's Hardware / PC Gamer)
Su gave a near-identical $500 billion/2028 TAM figure at AMD's Advancing AI keynote on October 10, 2024; resolves against 2028 data center AI accelerator market size.