AMD also introduced Thursday its Venice-X CPU, which is designed for data centers and to handle high-computing workloads. The Venice-X is expected to launch in 2027.
During her remarks, Su commented on the trajectory of the chip industry, claiming that, by the year 2030, chips that power AI will become a massive part of the overall computing market. This is because the industry is “seeing a step change in compute demand” driven largely by the rise of agentic AI, she said.
“When you ask the agent to do something, it actually has dozens of steps, and it has to reason, and it has to call tools, and it has to access data, and it has to keep doing it over and over until it solves the problem, and so you need lots of GPUs to do all that,” the executive said.
“We’re now expecting that by 2030, the AI accelerator market is going to reach about $1.4 trillion,” Su said. “What that means is, by the end of the decade, the AI accelerator market is going to approach the size of the entire semiconductor market today.”
“We do expect that GPUs are going to make up the vast majority of that market because the algorithms are still very much in their infancy, and we’re still continuing to see the workloads change, and that favors programmability in the overall silicon ecosystem,” she added.
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