For a bit of broad context on this $100 billion number, the estimated worldwide revenue for smartphones in 2023 was about $500 billion according to Statista, and vehicle sales totaled about $2.1 ...
AMD expects sales of its AI GPUs to exceed $3 billion. It is hard to estimate the revenues of companies like Biren or MetaX, but we doubt their compute GPU sales come close to those of AMD.
Yet AMD's GPU market share grew by 0.8% compared to the previous quarter, Intel's share increased by 1.1%, and Nvidia's share dropped by 1.9%. When it comes to discrete GPUs, sales of standalone ...