AMD CEO Lisa Su predicts demand for AI chips may increase to $500 billion; says US is going to…
CEO
Lisa Su
has said that the global demand for
AI chips
could rapidly increase to more than $500 billion in a few years. Speaking at an event hosted by the Hill and Valley Forum, Su said that the growth will be driven by infrastructure demands from companies such as Elon Musk's
xAI
and Sam Altman's OpenAI. "We're imagining that just the accelerator market—so the chips for these AI large computing systems—will be like over $500 billion in a couple of years," Su said.
Lisa Su further stated that scaling production alone won't be enough. 'You have to scale the entire ecosystem,' she said. 'The US is going to be a huge piece of it.'
AMD CEO Lisa Su on Trump's AI action plan
Lisa Su called the Trump administration's action plan 'a really excellent blueprint' to support AI growth in the US. 'What I really like about the AI action plan is that it's quite actionable,' she said.
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Alongside her market projections, Su said AI will drive a wide range of chip designs tailored for different sectors.
'I am a believer in there will be diversity of chips,' she said, predicting a 'Cambrian explosion' of custom chips as AI expands into fields like science, personal devices, and manufacturing.
AMD and its rival
Nvidia
were recently given a break from the US rules that limited the export of certain AI chips to China. Lisa Su said that going forward, policy needs to be balanced, adding that allowing shipments to US allies will help make sure the country's technology remains foundations to AI systems everywhere.
'It's a tricky dribble,' she said. 'I think the administration has been doing a good job of working with us.'
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