AMD CEO Lisa Su expressed a bullish outlook for the company’s position in the burgeoning AI market, predicting a $500 billion total addressable market for data center AI by 2028. She emphasized the continuous evolution of AI compute technology, which will lead to smarter and more sophisticated AI models. While acknowledging the complex nature of the evolving technology, Su highlighted AMD’s progress in the AI space, particularly with inference capabilities. This optimistic stance comes as AMD faces strong competition from NVIDIA, but industry experts like CNBC’s Jim Cramer believe that AMD will continue to see significant growth in the AI market.
