AMD CEO Lisa Su Delivers Keynote at OCP 2026
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- 10/15 13:30 · 1 reportsInference Era Drives Surge in Server CPU DemandTrendForce Insights Semiconductor Industry Insights：The Inference Era Is Also a CPU Story
- 10/12 08:00 · 2 reportsAMD CEO Lisa Su Delivers Keynote at OCP 2026AMD Chips and Compute：OCP 2026: AMD CEO Lisa Su Highlights Open Infrastructure for the Future of AI
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- TrendForce Insights Semiconductor Industry InsightsThe Inference Era Is Also a CPU Story
At OCP Global Summit 2026, AMD CEO Lisa Su called this the year of inference, estimating inference accounts for about 60% of the market, and raised CPU TAM forecasts three times due to agent workloads, expecting the market to exceed $200 billion by 2030.
- AMD Chips and ComputeOCP 2026 Keynote Replay: Building the Next Era of AI Infrastructure
AMD released the replay of its OCP 2026 keynote themed "Building the Next Era of AI Infrastructure." Downloads on the page require first accepting AMD's trademark usage terms, and the AMD trademarks may only be used to promote products containing AMD processors.
- AMD Chips and ComputeOCP 2026: AMD CEO Lisa Su Highlights Open Infrastructure for the Future of AI
At OCP 2026, AMD CEO Lisa Su highlighted open infrastructure for the future of AI. At the event, AMD emphasized supporting next-generation AI compute buildout with open architectures.
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