AMD CEO Lisa Su Sees AI Inference Boom Fueling $1.5T Demand By 2030: 'About 60% Of The Market Going Forward'

AMD CEO Lisa Su says AI inference will account for about 60% of the AI market, with data center AI accelerator demand potentially reaching $1.5 trillion by 2030, speaking at the 2026 OCP Global Summit. She said CPU demand is also surging, driven by AI agents: AMD has raised its CPU TAM three times in the past nine months and expects roughly 50% CAGR over the next four or five years, reaching over $200 billion by 2030. The Helios rack system, developed with Meta and combining 72 GPUs, began production shipments in September to major customers including Meta, Microsoft, OpenAI, Oracle and Anthropic, and AMD estimates it delivers 30% more tokens per dollar. AMD also introduced the Helion rack for agentic AI and the EPYC Verano server chip. AMD stock has gained over 177% year-to-date, while retail sentiment on Stocktwits slipped to 'bearish' from 'neutral'.

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