AMD Advancing AI 2025 Keynote | AMD CEO Dr. Lisa Su Kickoff

📅 Jun 15, 2025 Techusiness 14 MIN 71 VIEWS 3 SEGMENTS · 3 SPEAKERS

Dr. Lisa Su's keynote at AMD Advancing AI 2025, delivered on June 12, 2025, showcased AMD's leadership in AI through the ...

Narrator 0:10 ↗

Trust has always been at the heart of progress. It's how ideas take flight from test to triumph. But trust also asks us to believe in one another. And that's why trust has to be earned. It's earned by relentlessly working together to solve the most important challenges and drive results. That's why as we advance into the AI future, trust has to lead the way. So yes, we've built a road map we deliver on on time. Yes, we build for the open ecosystem. And yes, we've built the broadest AI portfolio with CPUs, GPUs, and FPGAs. But of all the things we build, trust is the most important.

2 more exchanges in this transcript

Cite this transcript

APA, MLA, BibTeX

APA

Su, L. (2025, June 15). AMD Advancing AI 2025 Keynote | AMD CEO Dr. Lisa Su Kickoff [Interview transcript]. Techusiness. CEOInterviews.AI. https://ceointerviews.ai/interview/212922/

MLA

Lisa Su. "AMD Advancing AI 2025 Keynote | AMD CEO Dr. Lisa Su Kickoff." Techusiness, 15 Jun. 2025. Transcript, CEOInterviews.AI, https://ceointerviews.ai/interview/212922/.

BibTeX

@misc{su2025_212922,
  author       = {Lisa Su},
  title        = {AMD Advancing AI 2025 Keynote | AMD CEO Dr. Lisa Su Kickoff},
  howpublished = {Interview transcript, Techusiness. CEOInterviews.AI},
  year         = {2025},
  month        = {jun},
  url          = {https://ceointerviews.ai/interview/212922/},
  note         = {Speaker-attributed transcript with timestamps}
}

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Key Quotes (8)

“At AMD we're really focused on pushing the boundaries of high performance and adaptive computing to help solve some of the world's most important challenges. Frankly, computing has never been more important in the world.”

▶ 2:17

“Billions of people use AMD technology every day. Whether you're talking about services like Microsoft Office 365 or Facebook or Zoom or Netflix or Uber or Salesforce or SAP and many more, you're running on AMD infrastructure.”

▶ 2:36

“We expect the data center AI accelerator TAM to grow more than 60% annually to 500 billion in 2028. And frankly for many of the analysts and folks at the time that seemed like a really big number. What I can tell you based on everything that we see today is that number is going to be even higher, exceeding 500 billion in 2028.”

▶ 6:10 POLICY

“Inference is going to grow more than 80% a year for the next few years, really becoming the largest driver of AI compute. We expect that high performance GPUs are going to be the vast majority of that market because they provide the flexibility and programmability that you need as models are continuing to evolve.”

▶ 6:48 POLICY

“AMD is the only company committed to openness across hardware, software, and solutions. The history of our industry shows us that time and time again innovation truly takes off when things are open. Openness delivered more competition, faster innovation, and eventually a better outcome for users.”

▶ 9:20

“Since launching in 2017, Epic has transformed the data center. Today Epic is trusted by the world's largest cloud providers and businesses to run their most important workloads. We exited the last quarter with a record 40% market share and we believe with AI and high performance compute there's a lot more room for us to grow.”

▶ 11:44 POLICY

“AMD powers the two fastest supercomputers in the world. And with MI300X and MI250 we've extended that leadership to Gen AI with large-scale internal and cloud deployments at Microsoft, Meta, Oracle, and many others.”

▶ 12:34

“Today seven of the top 10 model builders and AI companies are using Instinct in their data centers. Leaders like OpenAI, Meta, XAI, and Tesla, innovators like Coher, Luma, and Essential, and many more.”

▶ 13:09

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More interviews with Lisa Su

Building the Next Era of AI InfrastructureOct 13, 2026 · Open Compute Project · 27 min
AMD Acquires Fei-Fei Li’s World Labs for $8.2 BillionSep 28, 2026 · Bloomberg Podcasts · 23 min
IMPERIA: AMD Chair + CEO Dr. Lisa Su on the Future of AI and LeadershipSep 23, 2026 · New York Stock Exchange · 21 min
Shaping the Future of AI Through Openness: A Fireside Chat with Lisa Su and Clem DelangueAug 05, 2026 · AMD · 22 min
Lisa Su explains what's coming next in AIJul 24, 2026 · Yahoo Finance · 13 min
Advancing AI 2026 Replay | Build What's Next with @AMDJul 24, 2026 · AMD · 137 min

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About Lisa Su

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.

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