Building the Next Era of AI Infrastructure
Dr. Lisa Su Chair and Chief Executive Officer - AMD.Uh actually this is uh AMD has been a long-standing supporter of OCP but this is actually my first time at the OCP um global ...
Chair, President & Chief Executive Officer, Advanced Micro Devices
Search every verified Lisa Su interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Lisa Su, Chair and CEO of AMD, has been active in promoting the company's AI infrastructure and partnerships. At the OCP Global Summit in October 2026, she discussed AMD's Helios platform, developed with Meta, describing it as the company's most sophisticated system to date and noting that production shipments began in September, with installations at customers including OpenAI, Meta, Microsoft, Oracle, and Anthropic. She also projected the data center AI accelerator total addressable market could reach nearly $1.5 trillion by 2030. In September 2026, AMD announced an all-stock acquisition of World Labs, an AI startup founded by Fei-Fei Li, valued at approximately $8.2 billion; Su stated the deal would combine World Labs' talent with AMD's hardware, software, and systems capabilities. Su has also addressed AI safety and market dynamics, stating she does not believe AI development should be slowed, asserting that AI is "incredibly good for the world" while emphasizing the need for safety innovation and ecosystem coordination. She participated in a White House AI summit with President Trump, calling it an important step for industry coordination. In gaming-related appearances, she acknowledged current component prices are higher than hoped and highlighted AMD's commitment to platform longevity, citing 10 years of support for AM4 and AM5. Su also announced plans with Saudi Arabia's HUMAIN to deploy over 10,000 GPUs in 2026, creating AMD's largest inference cluster outside the U.S., and reiterated a commitment to invest up to $10 billion in the Kingdom. Additionally, she discussed AMD's partnership with South Korean startup Upstage, whose Solar Pro 4 model runs on AMD Instinct GPUs, and mentioned a memorandum of understanding with the Korean government to support open ecosystems.
Dr. Lisa Su Chair and Chief Executive Officer - AMD.Uh actually this is uh AMD has been a long-standing supporter of OCP but this is actually my first time at the OCP um global ...
AMD Gamers Day in Seoul We have compiled a comprehensive summary of AMD CEO Lisa Su's Q&A, featuring the original audio and translated subtitles. One-line Conclusion The first answer the CEO of a company where AI accounts for more than half of revenue gave to Korean gamers was gaming. To the question of pricing, the answer was platform lifespan instead of a price cut. Four Answers from CEO Lisa Su and Senior Vice President Jack Huyn: Original Audio and Korean Translated Subtitles Data center revenue projected to decrease by 58% and gaming revenue by 31% out of $11.5 billion in Q2 2026 re…
AI巨頭近期紛紛拋出應該要放緩先進AI的進展，擔心過度發展可能會造成人類末日。超微（AMD）執行長蘇姿丰不相信這套觀點，認為AI對於世界具有相當好處，可以解決所有問題，但她強調，新科技除了要講求市場之外，也同時必須確保安全，「我相信我們可以同時做到兩者」，應該有辦法同時維持創新，也創建安全的生態系。 Leading AI companies have recently suggested that the advancement of cutting-edge AI should be slowed down, fearing that overdevelopment could lead to a human apocalypse. Dr. Lisa Su, CEO of AMD, does not subscribe to this view, asserting that AI brings substantial benefits to the world and can solve all issues. However, she emphasizes that, besides focusing on the market, new technology must also ensure safety. "I believe we can achieve both,"…
AMD is acquiring World Labs, an AI startup founded by industry pioneer and researcher Fei-Fei Li, in an all-stock transaction valuing World Labs at about $8.2 billion. AMD CEO Lisa Su and World Labs co-founder and CEO Fei-Fei Li sit down with Bloomberg Tech's Ed Ludlow to discuss why AMD is purchasing World Labs, the two companies' shared vision for AI's future encompassing all layers of the stack, and how the industry needs to come together for shared responsibility in developing a safe technology that benefits all of society. -------- Watch Bloomberg Radio LIVE on YouTube Weekdays 7am-6pm E…
AMD Chair and CEO Lisa Su reflects on the experiences that shaped her career as an engineer and technology leader, from growing up in New York and discovering an early curiosity about how things work to building a career in the semiconductor industry and ultimately leading AMD. In this NYSE Live conversation, Su discusses the importance of building technology and products that make an impact. She recalls her early experiences with semiconductors, her time at Texas Instruments and IBM, and the career advice that encouraged her to “run towards the hardest problems.” Su explains how taking on di…
AMD Chair and CEO Lisa Su speaks exclusively to Al Arabiya English at LEAP 2026 about the company’s growing AI partnership with Saudi Arabia and its long-term investment in the Kingdom. Su says AMD and HUMAIN plan to deploy more than 10,000 GPUs in 2026, creating AMD’s largest inference cluster outside the United States, with further expansion planned for 2027. She also discusses AMD’s commitment to invest up to $10 billion alongside its partners in the Kingdom, spanning computing, education, tools, jobs and local capabilities, as well as Saudi Arabia’s potential to benefit from rapidly grow…
Upstage CEO Sung Kim sat down with Lisa Su, Chair and CEO of AMD, for the second time. Solar Pro 4 crossed 80 billion tokens per day within three days of listing on OpenRouter, and that traffic runs in production on AMD Instinct GPUs.
In this fireside chat, AMD Chair and CEO Lisa Su and Hugging Face CEO Clem Delangue explore how open software, open models, and accessible compute are accelerating AI innovation. Together, they discuss why openness is essential in the agentic AI era, how AMD and Hugging Face are reducing barriers for developers, and what the next generation of AI innovation. The conversation highlights the expanding AMD–Hugging Face partnership and their shared vision for accelerating innovation across the AI ecosystem. *** Subscribe: https://bit.ly/Subscribe_to_AMD Join the AMD Gaming Discord Server: / d…
Lisa Su, AMD Chair and CEO, joins 'Squawk on the Street' to discuss Q2 earnings, company shares slipping in premarket trading ...
📢 Advanced Micro Devices Q2 FY26 Earnings Call | $AMD 🔗https://www.benzinga.com/quote/AMD/ea... ---------------------------------------------------------------------------- 📚Check out our Substack! https://substack.com/@benzinga 📜 Need a transcript of the call? Access the Benzinga Earnings Call Transcripts API: https://bit.ly/493BUhA 🌐 Find more market-moving insights at https://www.benzinga.com — your one-stop destination for the latest financial news, data, and expert analysis to stay ahead of the markets. 🖥️ Want the same tools the pros use—without the $10K Bloomberg terminal? Benzi…
Research AI and Chip Community - https://whatthechiphappened.com AMD earnings Live for Q2!!. Advanced Micro Devices (AMD) generated $10.3 billion in Q1 2026 revenue with a 55% non-GAAP gross margin. We examine the growth opportunities across AI accelerators, EPYC server CPUs, Ryzen processors, gaming and embedded products—and why AMD could become a much larger and more important company over time. I own AMD NVDA QCOM DISCLAIMER: I am not a financial advisor. All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only an…
#businessnews #stockmarketnews #financialnews Watch AMD AI strategy updates directly from CEO Lisa Su. Get a breakdown of the new AI rack solution and Helios system pricing. This update covers the latest announcements from the recent San Francisco event. We examine the specific hardware advancements AMD is bringing to the market to compete in the enterprise sector. If you are tracking semiconductor market trends or evaluating hardware infrastructure, this overview provides the essential details on their current technological roadmap. We also analyze the recent stock performance for AMD alo…
“Helios is absolutely the most sophisticated and complex system that we have built at AMD together with our partners. But I'm very happy to say that Helios is in production today. We started shipping production in September. The first systems are installed at our leading customers, OpenAI, Meta, Microsoft, Oracle, Anthropic, and we continue to see just tremendous learnings when we bring all of these pieces together. S”
“We're seeing the data center AI accelerator TAM grow to close to one and a half trillion by the time we get to 2030. Which is a fantastically large number. That's why there's so much excitement and innovation in this area. But we've also seen that with agentic workloads, we've seen a very significant increase in what was known as the traditional CPU TAM. If you were to look at this number, let's call it even a year a”
“Yeah, well, I think if you take a step back and just look at what we're trying to achieve across this AI ecosystem, it's a tremendous opportunity. A lot of the focus today has been on large language models. Really the large foundational model labs—we have a very deep and special relationship with folks like OpenAI and Anthropic in this. And then you have labs like what Feifei has built with World Labs, which is actua”
“Well, first Ed, thanks for having us. And today's a super exciting day. I can tell you that, um, you know, we are super excited to be acquiring World Labs. I have known Feifei for a long time. I've had tremendous respect, uh, you know, for her as a researcher and as a visionary. And if you think about where AI is today, I mean, we are you know, I've said often, Ed, that we're still in the very early innings of AI, an”
“I believe first of all both OpenAI and Anthropic are doing incredible work. When you look at the rate and pace that they've been able to innovate on models, it is truly an incredible pace. I think what you're hearing from the industry is that we must balance both progress and safety together, and I view them both as top tier priorities now. The world is going to be very ambitious with AI; the world should be very amb”
“We now expect the server CPU market to grow by over 50% to over 200 billion by 2030. So that's starting from today, a $25 billion market going to over 200 billion.”
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