Advanced Micro Devices CEO Lisa Su said in a keynote that the AI accelerator market is growing at a 45% compound annual growth rate (CAGR), from $200 billion (the size of the game industry) in 2025 to $1.4 trillion (the size of the whole chip industry) by 2030.
At her last prediction, she previously estimated the number would be $500 billion. Server CPUs will grow to at a 50% CAGR $200 billion by 2030. No one company can service that whole market, Su said.
She made an announcement at its event at the Moscone convention center in San Francisco. To service the market this year, Su announced AMD Helios, the platform for AMD’s AI ecosystem with a CPU dubbed Venice, the AMD Instinct MI455X GPU, the Salina DPU and the Vulcano AI NIC. Helios is in production now. She said the GPU is the highest performing AI accelerator in the industry.
Su said afterward that “Helios is incredible” on density and more and the company has been planning for this moment for the last several years across multiple teams.
“Perhaps the secret sauce you can get a feel for today is we are in lock step with our partners,” she said. She noted Open AI, Meta and others are in lock step. Shipments will start in Q3 and ramp in Q4 and she knows where those parts will be shipped. She believes the AMD portion of the market is large at $2 trillion.
“We’re feeling really good about it,” she said. “We’ve been thinking about this moment for years.”
In a Q&A after the keynote, Su said it’s hard to predict a total available market (TAM) because you probably won’t be right. But she said the company has talked with its customers and it has to play multiple years in advance and so everyone is working closely together on planning.
“No matter what, it’s up and to the right with AI adoption,” she said. “It’s much more than a cost reduction and much more about enterprise value creation.”