Lisa Su explains what's coming next in AI

• The total AI market opportunity is projected to reach $2 trillion by 2030, with the accelerator market contributing $1.4 trillion.
• AMD's Helios rack-scale AI system, featuring MI455 architecture and Venice CPUs, is in full production, offering over 30x performance improvement.
• AI adoption is accelerating faster than anticipated, driven by the increasing productivity and utility of AI agents.
• AMD has strategic partnerships with OpenAI (5GW), Meta (6GW), and a $5 billion investment in Anthropic (2GW), focusing on collaborative development within an open ecosystem.
• Lisa Su notes continued strong demand from hyperscalers, indicating no slowdown in AI infrastructure investment.

AMD CEO Lisa Su discusses the accelerating AI market, projecting a $2 trillion opportunity by 2030, with the accelerator market alone reaching $1.4 trillion. She highlights AMD's new Helios rack-scale AI system, its full production status, and significant performance improvements. Su emphasizes strong customer demand, rapid AI adoption, and strategic partnerships with companies like Anthropic, Meta, and OpenAI, underscoring AMD's commitment to an open ecosystem.