AMD CEO Lisa Su Paints a Picture of Yotta-Scale Computing for AI's Future
At the Consumer Electronics Show (CES) 2026, AMD CEO Lisa Su unveiled her vision for the future of artificial intelligence (AI), positioning the company at the forefront of "yotta-scale computing" - a term she described as an era of unprecedented growth in both training and inference. According to Su, AI is no longer just about developing sophisticated models, but about building the computational foundation beneath them.
The AIs' adoption has skyrocketed over the past few years, from around 1 million users to over 1 billion active users. As a result, global AI compute capacity is now on track to reach yottaflops within the next five years - a staggering 10,000 times more computing power than what was available in 2022. Su emphasized that this growth has never been seen before in the history of computing.
However, despite this rapid progress, the industry still lacks the computing power required to support AI's ultimate capabilities. AMD's response is to build an end-to-end foundation for AI computing, positioning the company as an architect rather than just a supplier of isolated components.
At the heart of this strategy is Helios - a rack-scale data center platform designed specifically for trillion-parameter AIs training and large-scale inference. With up to three exaflops per rack, Helios delivers unparalleled performance while focusing on durability at scale. AMD also previewed the Instinct MI500 Series, which promises an astonishing thousandfold increase in AI performance compared to its predecessor.
Su stressed that yotta-scale computing will extend beyond data centers and become a local, everyday experience for billions of users. AMD announced the expansion of its on-device AI push with Ryzen AI Max+ platforms, capable of supporting models with up to 128 billion parameters using unified memory.
Furthermore, Su tied AMD's roadmap to public-sector priorities, including the US government's Genesis Mission - a public-private initiative aimed at strengthening national AI leadership. As part of this effort, AMD-powered supercomputers Lux and Discovery are coming online at Oak Ridge National Laboratory.
The keynote concluded with a $150 million commitment to AI education, aligned with the US AI Literacy Pledge, acknowledging that sustaining yotta-scale ambition will depend on talent development as much as it does on silicon.
At the Consumer Electronics Show (CES) 2026, AMD CEO Lisa Su unveiled her vision for the future of artificial intelligence (AI), positioning the company at the forefront of "yotta-scale computing" - a term she described as an era of unprecedented growth in both training and inference. According to Su, AI is no longer just about developing sophisticated models, but about building the computational foundation beneath them.
The AIs' adoption has skyrocketed over the past few years, from around 1 million users to over 1 billion active users. As a result, global AI compute capacity is now on track to reach yottaflops within the next five years - a staggering 10,000 times more computing power than what was available in 2022. Su emphasized that this growth has never been seen before in the history of computing.
However, despite this rapid progress, the industry still lacks the computing power required to support AI's ultimate capabilities. AMD's response is to build an end-to-end foundation for AI computing, positioning the company as an architect rather than just a supplier of isolated components.
At the heart of this strategy is Helios - a rack-scale data center platform designed specifically for trillion-parameter AIs training and large-scale inference. With up to three exaflops per rack, Helios delivers unparalleled performance while focusing on durability at scale. AMD also previewed the Instinct MI500 Series, which promises an astonishing thousandfold increase in AI performance compared to its predecessor.
Su stressed that yotta-scale computing will extend beyond data centers and become a local, everyday experience for billions of users. AMD announced the expansion of its on-device AI push with Ryzen AI Max+ platforms, capable of supporting models with up to 128 billion parameters using unified memory.
Furthermore, Su tied AMD's roadmap to public-sector priorities, including the US government's Genesis Mission - a public-private initiative aimed at strengthening national AI leadership. As part of this effort, AMD-powered supercomputers Lux and Discovery are coming online at Oak Ridge National Laboratory.
The keynote concluded with a $150 million commitment to AI education, aligned with the US AI Literacy Pledge, acknowledging that sustaining yotta-scale ambition will depend on talent development as much as it does on silicon.