Name: AMD CEO on New Data Center Chip, Demand
Uploaded: 2026-03-16T15:11:36.000Z
Duration: 22 min 59 s
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Helios with Mi455X, AMD's first rack scale system solution, but

inside it, AMD's first and the world's first 2 nanometer chip of that type.

Past simple

A lot was made of it when you actually just stood on stage and held it in your hand for the first time.

Well, first of all, Ed, it's great to be here with you at ces.

I think this is always a great way to kick off the year because you get so much perspective.

So it was fun giving the keynote last night.

And AM I455 is just an incredibly powerful chip.

And probably the context I would give Ed is, you know, one of the things that we are so clear about is that the demand for AI compute is just continuing to increase.

And, you know, we have seen that over the last five years.

When you think about just how much, you know, new capabilities have come on board, we've now seen a real inflection in the number of people who are using AI.

So if you think today there are probably more than a billion active users using AI, and

we expect that to scale to over 5 billion users over the next five years.

So for all of that, you need compute and lots and lots of compute.

And from that standpoint, you know, my 455 is a significant leap forward in terms of technology capability.

You know, made up of 2 and 3 nanometer chips, 320 billion transistors.

What's the timeline for it to be deployed in the real world and who will be the principal first user of it?

You'll see it in 2H26 and it will ramp from there.

And, you know, we have very strong partnerships.

Greg Brockman was on stage with us last night talking about all of the use cases that they see.

We've announced a partnership with Oracle Data, many others as well.

So given that it is too, it's in full production now, it's getting ready to.

We are, we are absolutely getting ready to ship it.

That's at one end of the sort of scale and spectrum.

At the other, you have my 440X, which is for small data centers.

I'm trying to simplify it, but it's basically an enterprise product.

What was it that you were trying to solve for with that?

Yeah, I think what we're trying to solve for is, you know, the world is a very heterogeneous world.

You have all kinds of use cases for AI from you know, sort of the very biggest cloud data centers that are doing, you know, large scale training and inference to enterprise applications as well as supercomputers.

And so we actually have a family of chips at the highest end is there my 455 for the cloud environment.

But we announced last night a Mi440 which is actually using the same basic building blocks box but is now really focused on enterprise applications so that you can go into, you know, that's called current data centers with the new technology.

You know there is enterprises are starting to increase their adoption of AI.

In some cases they want their own control of their data centers in terms of on PREM environments.

I mean, you know, we, we've been so fixated on frontier models with hundreds of billions of parameters and the scale of infrastructure needed for that.

With my 440 we're talking about something slightly different.

I'm just, I think it's just really interesting if you could explain what the demand is from those enterprises, what they want with the technology.

Well, I think you see many enterprises now using AI all throughout their, their business processes.

Whether you're talking about things in their workflow, even amd.

We're using AI through every part of our development process.

We're seeing a lot of applications in financial services, in health.

These are areas especially in financial services that people actually don't want everything necessarily in the cloud.

They'd like to be able to have their own on prem deployments or private cloud deployments.

And in this case you don't want to have to build a brand new data center for every new generation of chip.

My 440 allows us to use some of those existing data centers and upgrade with the new capabilities.

If you're watching us on Bloomberg Television or you're listening on Bloomberg Radio, we're live in Las Vegas and we're with AMD CEO Lisa Su and we're talking about the latest generation of accelerators.

What makes this generation of AMD accelerators the better option, particularly for on prem and at the edge over what Nvidia is offering right now?

Well, the best way to think about it Ed, is we're in this place where AI is at an inflection point.

We're seeing AI now in every part of computer.

You know, when you're thinking about things like ChatGPT and Gemini and Grok, you know, we're Also seeing, you know, many use cases in new capabilities like, you know, video production, entertainment, health care, where you're doing drug discovery, all of these various things.

You know, our claim to fame is really, you know, outstanding performance at, you know, very advantaged, total cost of ownership.

And the other thing that, you know, we believe very strongly in is an open ecosystem and deep partnerships with our, you know, with our overall ecosystem coming together.

So when you put those things in perspective, I think we have a great set of applications that will take advantage of these newest generation chips.

You mentioned that Greg Brockman, who's the Open Air president, was on stage with you last night.

And one of the basic points that he made was there are tools and functions they would love to release and put out into the world, but

is there a way to quantify the severity in the lack of compute, you know, the deficit that's out there right now?

Well, let me just give you some numbers to kind of ground what we think the demand environment is, is looking like.

So if you think, you know, today we have about a billion active users and we're ramping that to, you know, 5 billion over the next five years.

And we have about, let's call it 100 zeta flops of compute, you know, all around the world.

I mean, that's just a generic number that aggregates all of that.

You know, we think we have to increase compute by another 100 times as you go over the next four or five years.

And I introduced a term last night, the yada flop.

You know, people are like, what is a yada flop?

A yada flop is actually 10 to the 24th in terms of flop.

And to give you just a view of just how much things have really increased, I mean, that's another hundred times more compute than we have today.

Now you think, what are you going to use all that compute for?

I mean, the truth is the models that we have today are great.

You know, we talked about a number of use cases.

You know, perhaps, you know, one that's very hits very close to home is, is writing software like, you know, people are using the tools right now to significantly enhance the productivity of software developers.

But it's good, but it can get so much better.

And I mean, I think that's the key point.

You know, we like to say that AI is really going to be everywhere and it's really for everyone.

And it's for each one of us to make our businesses more productive.

You know, each one of us more productive going forward.

And so we're still in the very early innings of really unlocking the power of AI.

So where we stand is, okay, there's a, there's a compute deficit and software is kind of hit the limits of what current generation compute can offer.

Help us understand the bottlenecks and barriers that, to deploying that compute.

That gives you pause and say this is, this is a problem right now.

Well, our job as a technology industry is to push the bleeding edge.

And so, you know, when we think about like the Mi455 deploying, you know, 2 nanometer and 3 nanometer chips, having the latest generation memory, high bandwidth memory, that, that is out there and really deploying these big systems.

And the important thing is that the entire ecosystem come together and we plan together for this next big inflection in compute.

And that's exactly what we're doing right now.

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