Lisa Su explains what's coming next in AI | 25 Jul 2026 | Yahoo Finance
1. Executive Briefing (TL;DR)
- $2 Trillion AI Market by 2030: Total industry AI market opportunity is projected to reach $2 trillion by 2030, driven by structural shifts in global compute needs [00:00:25].
- Inference Accelerators at $1.4 Trillion: Data center AI accelerator total addressable market (TAM) is expected to scale to $1.4 trillion by 2030, with inference transitioning into the main volume growth driver [00:01:59].
References
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