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With demand for AI accelerators still booming and AMD's market share small, there should be plenty of room for the company to grow its AI business quickly. AMD's AI Chip Sales Might Disappoint in 2025
Last year, Su surprised investors by forecasting the AI accelerator market would increase from $45 billion in 2023 to a whopping $400 billion in 2027.
Hamish Low, research analyst at Enders Analysis, told BI that "the reality is that Nvidia will dominate the AI accelerator market for the foreseeable future," particularly as "the wave of AI capex ...
A neural processing unit (NPU), also known as AI accelerator or deep learning processor, is a class of specialized hardware accelerator [1] or computer system [2] [3] designed to accelerate artificial intelligence (AI) and machine learning applications, including artificial neural networks and computer vision.
In contrast, AMD's revenue growth should ramp as AI accelerators claim a larger share of AMD's revenue base. With revenue growth rates advancing and the P/S ratio under 10, it is likely the better ...
Specialized computer hardware is often used to execute artificial intelligence (AI) programs faster, and with less energy, such as Lisp machines, neuromorphic engineering, event cameras, and physical neural networks. Since 2017, several consumer grade CPUs and SoCs have on-die NPUs. As of 2023, the market for AI hardware is dominated by GPUs. [1]