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Posted by
Two Blokes Jun 16 -
Filed in
Stock
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5 views
The AI inference market is set for explosive 80% CAGR growth, creating massive upside for a $500 billion AI accelerator market by 2028. AMD's MI355x and upcoming MI400 GPUs are well-timed for the shift from AI training to inference, offering superior performance and cost advantages. If AMD captures just 10-20% of the AI accelerator market, data center sales could soar to $50-100 billion by 2028, with EPS potential of $25-40+.
