“The data center AI accelerator market will approach $1.5 trillion by 2030: "This year is really the year of inference. This is the year where we believe inference is now about 60% of the market going forward. And it's not just inference. It's really the agentic workloads that have really taken off."”
Said Oct 12, 2026Deadline Dec 31, 2030OCP Global Summit 2026 keynote, San Jose, reported by Stocktwits via TradingView, October 13, 2026
Raises AMD's 2025 estimate of a roughly $1 trillion annual AI data center market in 2030; the keynote also coincided with Helios rack production shipments to OpenAI, Meta, Microsoft, Oracle and Anthropic.