AMD Raises AI Accelerator Market Forecast to $1.4 Trillion as Investors Brace for Market Swings - Tekedia

AMD said AI accelerators could grow into a $1.4 trillion market by 2030.

CEO Lisa Su also projected the server CPU market could exceed $200 billion.

The bullish case is driven by rising demand for AI infrastructure tied to agentic AI.

Still, AI semiconductor stocks may remain highly volatile because of liquidity, thin seasonal trading, and macro uncertainty.