Lisa Su

Headlines · 4

1. 3d
   AMD's Lisa Su: 2026 is the real 'year of AI inference'

   In an Oct. 12 keynote at the 2026 Open Compute Project Global Summit, AMD CEO Lisa Su called this year the real "year of AI inference," saying inference should account for about 60% of the market and that agentic workloads are exploding. She said AMD has raised its CPU market forecast three times in the past nine months and expects roughly 50% compound annual growth over the next four to five years, with the CPU total addressable market exceeding $200 billion by 2030, while the data center AI accelerator market approaches $1.5 trillion. She also said AMD began shipping Helios production systems in September — the report's related links refer to Helion — with first deployments at OpenAI, Meta, Microsoft, Oracle and Anthropic data centers, and output expanding from Q4 into the first half of next year.

   IT之家 AI · 🔥 0
2. 4d
   AMD debuts EPYC Verano: Zen 6 server CPU with LPDDR5X, due 2027

   At the 2026 OCP Global Summit that opened October 12, AMD publicly showed its next-generation EPYC "Verano" data center processor for the first time, built on Zen 6 and slated for a 2027 launch — the first EPYC line to use LPDDR5X memory via SOCAMM2 modules. In her keynote, CEO Lisa Su called it the next step in AMD's CPU roadmap for the AI era, targeting agentic AI host nodes with up to 112 Gbps xGMI links to pair with future Instinct MI500 GPUs. The core count is not officially confirmed: some coverage cites up to 192 cores, while other reports describe up to 72 Zen 6 cores with a 24-channel LPDDR5X memory subsystem.

   Wccftech · 🔥 0
3. Oct 9
   Trump awards top US science medals to Musk, Huang, Su and Brin, with $2.4B AI pledge

   At the "Science: A New Golden Age" summit in Washington, President Trump presented the National Medal of Science to Elon Musk, Jensen Huang, Lisa Su and Sergey Brin, and the National Medal of Technology and Innovation to Michael Dell and Satya Nadella. Huang's citation credits him with turning the GPU into a general-purpose computing architecture, and the citations repeatedly use the administration's term "super intelligence" for AI, according to 36Kr. The White House also announced that 11 tech companies pledged a combined $2.4 billion in AI tools and compute for the Genesis Mission, including $1 billion from Nvidia, $500 million from AMD, $200 million from OpenAI and $150 million each from Anthropic and Google.

   36氪 人工智能 · 🔥 0
4. Oct 7
   Lisa Su in Korea to lock in HBM supply, seeks broader Samsung partnership

   At AMD Gamer Day in Seoul on Oct 7, CEO Lisa Su called South Korea's semiconductor supply chain "indispensable" and said AMD wants three- to five-year (or longer) memory supply arrangements with Samsung Electronics and SK hynix to cope with tight HBM supply, while working with customers to optimize memory usage. She met Samsung's device solutions chief and vice chairman Jun Young-hyun and other executives that day; Taiwan's TechNews reports she also said AMD has begun shipping its next-gen MI455 accelerators and Helios systems using HBM4, backed by Samsung and SK hynix. Reports say Samsung hopes to convert the memory relationship into foundry orders, but Su only spoke of "exploring" memory and foundry cooperation, and neither company disclosed details.

   36氪快讯 · 🔥 0

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