AMD's Lisa Su sees strong AI inference and CPU demand at OCP summit

firstadopter · x · 2026-10-14

AMD CEO Lisa Su struck an emphatically bullish tone at the OCP Global Summit keynote in San Jose: "We're in a world where computing equates to intelligence," noting demand charts keep going "up and to the right" for AI inference and CPUs. From Tae Kim's OCP Day One coverage.

Related event: Lisa Su Bullish on AI at OCP: $1.4 Trillion GPU TAM by 2030(2 posts)→

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