Overview
- CEO Lisa Su said global capacity must exceed 10 yottaflops to keep pace with AI over the next five years.
- She noted a climb from about one zettaflop in 2022 to more than 100 zettaflops by 2025.
- AMD introduced the Instinct MI455 GPU and Helios rack-scale systems for data centers.
- AMD previewed an Instinct MI500 line, with reports citing company claims of roughly 1,000× MI300X performance, a CDNA 6 design on a 2nm process with HBM4E, and a 2027 timeline.
- Coverage underscored grid bottlenecks and rising costs, with Su saying top AI chips cost tens of thousands of dollars and that 72 chips populate AMD’s newest platform.