Whenever Advanced Micro Devices (AMD) CEO Lisa Su steps onto the stage, it isn’t just about updating investors; instead, she resets the tempo.
At AMD’s first Analyst Day since 2022, Su hailed the AI market as “faster than anything we’ve seen before,” a comment that was a lot less hype and more of a warning shot to rivals.
She framed AI as being a once-in-a-generation shift that’s basically rewriting how the world measures computing power, and who dominates it.
Also, in a mic-drop moment, AMD’s CEO jacked up the total size of the AI data-center opportunity to an eye-popping $1 trillion by 2030, up from her earlier $500 billion call.
Though Nvidia (NVDA) still directs the conversation, Su’s tone makes it clear that AMD is looking to be more than just a fast follower.
Her message to AMD’s loyal investors is simple, in that the AI buildout is just beginning, and the businesses with tremendous scale, balance-sheet muscle, and staying power will effectively shape the trillion-dollar decade ahead.
AMD CEO Lisa Su spoke at the company’s analyst day, outlining new ambitions in AI and data centers.Image source: Jerod Harris/Getty Images
In many ways, AMD’s CEO essentially changed the pace of the entire AI conversation.
Her comments basically turned what may have been another major product roadmap update into a moment where analysts clutched their calculators.
Suddenly, the talk was more about who can actually keep up with an AI market moving at an insane speed, and the implications of the move.
Su’s message during AMD’s Analyst Day event came off as confident and measured, but urgent.
“High-performance computing is the foundation of everything that’s important,” she told the fans, before layering in that AI “is moving faster than anything we’ve seen before.”
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It’s clear that AMD is no longer looking to simply chase the pack. Instead, it’s racing to define the next big phase of intelligence.
The company’s playbook effectively reads like a convergence story, where hardware, software, and systems are all moving in sync to capture the AI moment.
AI accelerators — the muscle of the operation: AMD’s robust new Instinct chips (MI350 now, MI450 next) have become the go-to engines in powering AI training at hyperscale. These are essentially the muscle behind every chatbot, model, and simulation, designed to run hotter, quicker, and a lot cheaper than before.
CPUs — the heart and balance: The next-generation EPYC “Venice” chips are looking to do a lot more with a lot less energy, aiding AI data centers to manage power efficiency and compute.
Networking — the nervous system: New smart cards and interconnects (codenamed Pollara and Vulcano) will look to supercharge how fast machines look to communicate with each other.
Software — the brain’s connective tissue: ROCm, AMD’s open AI platform, has grown 10× in terms of downloads, becoming the layer that makes all that silicon usable.
AI PCs and embedded systems — the reach: AMD is integrating AI into everyday devices, from laptops to factory-related equipment.
CFO Jean Hu followed things up with numbers that effectively matched the ambition, including north of 35% overall growth, 60%+ in data centers, and 80%+ in AI-linked sales.
In the AI chip world, it’s all about the company that’s redefining the race.
Nvidia still occupies the pole position with its rack-scale “AI factory” systems, including the GB200 and GB300, along with an upcoming Rubin lineup that already has investors excited for what’s to come.
More Nvidia:
Nvidia’s secret edge isn’t in its speed, but in how seamlessly it’s able to sell entire systems, from silicon to software to cooling.
AMD’s counterpunch, which it showed off through its Helios rack supercharged by its potent MI450, points to what seems like a full-court press to close the distance.
Instead of shipping parts, Su and company talk in systems, layering CPUs, networking, and open software into an organized and coherent AI platform. In classic AMD fashion, the goal is to leverage flexibility and partnerships to beat brute scale over time.
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This story was originally reported by TheStreet on Nov 12, 2025, where it first appeared in the Technology section. Add TheStreet as a Preferred Source by clicking here.