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.

AMD·Lisa Su·Helios·+5