AMD's ZF Su: AI Data Center Accelerator Market to Grow to $500 Billion by 2028

June 13 News.AMD Chief Executive OfficerSo Chi Fung (1938-), Hong Kong actressA very optimistic forecast for the data center space, claiming that the demand for AI gas pedals will continue to grow.

AMD's ZF Su: AI Data Center Accelerator Market to Grow to $500 Billion by 2028

At the AMD Advancing AI 2025 event early this morning, Su Zifeng revealed thatThe data center gas pedal market is growing at a staggering 60% CAGRThat number is expected to remain stable over the next few years, leaving the AI gas pedal space valued at $500 billion by 2028 (note: that's about 3.6 trillion yuan at current exchange rates), opening up countless opportunities for AMD as well as its competitors.

The AI gas pedal market will continue to expand over time, as AI is now more than just model training. AI has moved beyond the data center to cloud applications, edge AI, and client-side AI, all of which require gas pedals to create the necessary compute power," said Suzie Fung.

AMD announced that it will focus on three distinct strategies to expand its AI portfolio, specifically creating leading compute engines, open ecosystems and full-stack solutions to ensure that its customers get everything they need by adopting AMD's AI stack.

AMD has introduced its latest Instinct MI350 AI series in terms of compute engines, equipped with the new CDNA 3 architecture based on TSMC's 3nm process node. They come with a massive HBM3E memory stack and the flagship model, the MI355X, has a TDP of up to 1,400 W. AMD says that theThey are already on par with NVIDIA's Blackwell in terms of performance..

Similarly, in terms of the software ecosystem, AMD released the new ROCm 7 software stack, including enhanced frameworks such as vLLM v1, llm-d and SGLang, and focused on delivering a variety of optimizations.

AMD is showing ambition in the AI space, competing with perennial rival NVIDIA.

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