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AMD Advancing AI 2026: Build What's Next

Lisa Su · Jul 23, 2026 · 2h 14m

Summary

AMD's 2026 keynote was about Helios, its rack-scale system built on the MI455 GPU, Venice EPYC CPUs and Pensando networking, now in full production with Anthropic and OpenAI on stage as partners. Su also showed a 256-core Venice CPU aimed at agent workloads and an AI-driven ROCm aimed at removing software friction.

Key themes: AI infrastructure, Agents · AI-written summary from the published transcript

Where each highlight is said2:13:50
  1. 16:10

    Helios combines the MI455 GPU, Venice EPYC CPUs and Pensando DPUs in one rack-scale system

  2. 20:51

    Helios is in full production, with shipments starting at the end of the third quarter and ramping in the fourth

  3. 21:49

    Anthropic joined as AMD's newest Instinct partner

  4. 30:46

    OpenAI is one of the deepest and earliest partners deploying Helios

  5. 44:07

    A 256-core Venice EPYC CPU is built for agent workloads, "more agents per rack"

  6. 1:07:38

    AMD is bringing AI-driven development to ROCm to automate optimization and bring-up

Announced

1 available the same day
GAHelios rack-scale systemIn full production, shipments from end of Q3
AnnouncedAnthropic Instinct partnershipAnthropic adopts AMD Instinct
AnnouncedVenice 256-core EPYCCPU for agent workloads
AnnouncedAI-driven ROCmAutomated optimization and workload bring-up

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About this keynote

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

On stage
Sources

Photos: Fuzheado, CC BY 4.0, via Wikimedia Commons

Companies named: Anthropic, Cerebras, Meta, OpenAI, AMD

Last changed 2026-09-24.