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Lisa Su

Guest · 2 tracked predictions · 100.0% accuracy

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1 resolved · 2 total
Right 1 (50.0%)
Wrong 0

Small sample size (2 predictions): treat this accuracy figure as anecdotal, not statistically meaningful.

Predictions

Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller Too Early Wed, 23 Jul 2025 22:40:00 +0000 · 00:21:42

The market for physical AI chips will not exceed the market for data center AI chips for at least five years.

“can you make a prediction on when the the market for physical AI chips is greater than the market for chips and data centers? Uh that's a great question. I'm a big believer in physical AI. I still think it's let's call it five years. You think five years? Is that that fast? It's at least five years.” View on YouTube
Explanation

Only about a year has passed of the predicted 5-year window; the physical AI chip market remains far smaller than the data center chip market so far, consistent with (but not yet proving) the prediction.

Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller Right Wed, 23 Jul 2025 22:40:00 +0000 · 00:19:04

The AI accelerator chip market will exceed $500 billion within a couple of years.

“We're we're imagining that just the accelerator market, so the chips for these um you know, AI large computing systems will be like, you know, over $500 billion in a couple of years.” View on YouTube
Explanation

The AI accelerator market has already likely exceeded $500B within about a year: Nvidia's data center segment alone generated roughly $75.2B in a single quarter (an approximately $300B annualized pace) by mid-2026, before adding AMD, Broadcom, and other accelerator vendors.