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AMD Advancing AI 2025

Jun 12, 2025 · San Jose, California · Advancing AI 2024 · Advancing AI 2026

AMD Advancing AI KeynoteJun 12, 2025 · 2h 7m · Lisa Su

In 2025 Su argued inference demand is now driving AI compute, launched the Instinct MI350 series with rack-scale systems, previewed the MI400 and a full rack design for 2026, and stressed an open software stack in ROCm, with Meta and Oracle among the customers on stage.

Key themes: AI infrastructure, Open source

  1. 1Demand for inference has grown significantly, driven by more capable models and new uses
  2. 2AMD closed its acquisition of ZT Systems, adding rack and data center scale design
  3. 3Seven of the top 10 model builders and AI companies use AMD Instinct
  4. 4The Instinct MI350 series launched, with MI400 in development for 2026 as a rack-level design
  5. 5On Llama 3.1, MI355 delivers 35x higher throughput when running at ultra-low latency, AMD said
  6. 6Liquid-cooled MI350 racks scale to 96 or 128 GPUs and up to 2.6 exaflops of FP4
  7. 7Helios, the MI400-based rack architected as one system with up to 72 GPUs, was previewed for 2026
AnnouncementStatus
AMD Instinct MI350 seriesMI350X and MI355X accelerators and racksAnnounced
AMD Instinct MI400Rack-scale design for 2026Coming
ZT Systems acquisition closedRack-scale systems designGA
Companies on stage

Named or launching: Meta, Oracle, ZT Systems, AMD

Sources: official keynote videos, their captions and the hosts' recaps, summarized by AI; watch the source for exact wording. Logos via logo.dev; trademarks belong to their owners.

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