Top Talks
Lisa Su AMD · CEO
Source ↗

Lisa Su says AMD and Meta are scaling their partnership to gigawatt-level infrastructure in the superintelligence era, with Helios now running at Meta and joint work on future silicon, software and systems.

“Meta is a strategic partner for AMD, and we have built this partnership through years of deep technical collaboration – from EPYC processors powering Meta’s infrastructure to Instinct GPUs and open software supporting its AI workloads,” said Lisa Su, chair and CEO, AMD. “With Helios now running at Meta, we are taking that partnership to a new scale in the superintelligence era. Together, we are building and deploying infrastructure at gigawatt scale and shaping future generations of silicon, software and systems to enable Meta’s most ambitious superintelligence models and services.”

All statements by Lisa Su ›

Other recent statements by Lisa Su

Source ↗

Lisa Su, as relayed by the reporter, says the demand AMD is seeing is off the charts.

AMD CEO Lisa Su told me the demand she is seeing is off the charts!
Source ↗

Lisa Su said AMD positions itself as a data center first company, prioritizing that business.

We are a data center first company; that is our profile.
Source ↗

Lisa Su said demand for computing keeps growing as applications multiply.

People need more computing to power all these applications.
Source ↗

Lisa Su characterized the market's reaction, including the post-midterm selloff, as short-sighted, signaling confidence in AMD's long-term prospects.

Lisa Su said the market is “short-sighted.”
Source ↗

Su said demand exceeds supply, so supply constraints are the main risk to AMD's 2027 growth guidance.

Su said demand is higher than supply, so if AMD can't build chips fast enough, 2027 growth could fall short of its guide.