Advancing AI 2025 keynote
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
- 1Demand for inference has grown significantly, driven by more capable models and new uses4:56
- 2AMD closed its acquisition of ZT Systems, adding rack and data center scale design11:37
- 3Seven of the top 10 model builders and AI companies use AMD Instinct13:51
- 4The Instinct MI350 series launched, with MI400 in development for 2026 as a rack-level design22:20
- 5On Llama 3.1, MI355 delivers 35x higher throughput when running at ultra-low latency, AMD said25:28
- 6Liquid-cooled MI350 racks scale to 96 or 128 GPUs and up to 2.6 exaflops of FP436:55
- 7Helios, the MI400-based rack architected as one system with up to 72 GPUs, was previewed for 20261:50:42
Announced
1 available the same day| Announcement | Status |
|---|---|
| AMD Instinct MI350 seriesMI350X and MI355X accelerators and racks | Announced |
| AMD Instinct MI400Rack-scale design for 2026 | Coming |
| ZT Systems acquisition closedRack-scale systems design | GA |
Related keynotes
| Date | Keynote | |||
|---|---|---|---|---|
| Jul 23, 2026 | AMD Advancing AI 2026Lisa Su · 2h 14m · 4 announcedAI infrastructure, Agents | AI infrastructure, Agents | Helios combines the MI455 GPU, Venice EPYC CPUs and Pensando DPUs in one rack-scale system | 4 |
| Oct 10, 2024 | AMD Advancing AI 2024Lisa Su · 2h 12m · 2 announcedAI infrastructure | AI infrastructure | MI300, launched less than a year before, was deployed by Microsoft and Meta for major workloads | 2 |
About this keynote
Keynote page: www.youtube.com/watch?v=5dmFa9iXPWI
On stage
- Lisa SuChair and CEO, AMD
Sources
Companies named: Meta, Oracle, ZT Systems, AMD
Last changed 2026-09-24.
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.