AMD Advancing AI keynote
AMD Advancing AI 2025 · Lisa Su · Jun 12, 2025 · 2h 7m · San Jose, California
Summary
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 · AI-written summary from the published transcript
- 4:56
Demand for inference has grown significantly, driven by more capable models and new uses
- 11:37
AMD closed its acquisition of ZT Systems, adding rack and data center scale design
- 13:51
Seven of the top 10 model builders and AI companies use AMD Instinct
- 22:20
The Instinct MI350 series launched, with MI400 in development for 2026 as a rack-level design
- 25:28
On Llama 3.1, MI355 delivers 35x higher throughput when running at ultra-low latency, AMD said
- 36:55
Liquid-cooled MI350 racks scale to 96 or 128 GPUs and up to 2.6 exaflops of FP4
- 1:50:42
Helios, the MI400-based rack architected as one system with up to 72 GPUs, was previewed for 2026
Announced
1 available the same dayRelated keynotes
About this keynote
Keynote page: www.youtube.com/watch?v=5dmFa9iXPWI
Lisa SuChair and CEO, AMD
Companies named: Meta, Oracle, ZT Systems, AMD
Last changed 2026-09-24.