AI Prediction Index

One prediction, on the record

“We now forecast the revenue contribution from server AI processors to more than triple this year and account for mid-teens percentage of our total revenue in 2024.”

Chairman and CEO, TSMC

Said Oct 17, 2024Deadline Dec 31, 2024TSMC Q3 2024 earnings call transcript, October 17, 2024

TSMC subsequently reported that AI accelerator revenue more than tripled in 2024 and accounted for close to mid-teens percent of total 2024 revenue.