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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

Where each highlight is said2:06:35
  1. 4:56

    Demand for inference has grown significantly, driven by more capable models and new uses

  2. 11:37

    AMD closed its acquisition of ZT Systems, adding rack and data center scale design

  3. 13:51

    Seven of the top 10 model builders and AI companies use AMD Instinct

  4. 22:20

    The Instinct MI350 series launched, with MI400 in development for 2026 as a rack-level design

  5. 25:28

    On Llama 3.1, MI355 delivers 35x higher throughput when running at ultra-low latency, AMD said

  6. 36:55

    Liquid-cooled MI350 racks scale to 96 or 128 GPUs and up to 2.6 exaflops of FP4

  7. 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 day
AnnouncedAMD Instinct MI350 seriesMI350X and MI355X accelerators and racks
ComingAMD Instinct MI400Rack-scale design for 2026
GAZT Systems acquisition closedRack-scale systems design

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About this keynote

Keynote page: www.youtube.com/watch?v=5dmFa9iXPWI

On stage
Sources

Photos: Fuzheado, CC BY 4.0, via Wikimedia Commons

Companies named: Meta, Oracle, ZT Systems, AMD

Last changed 2026-09-24.