OpenAI、李飞飞同台助阵，苏姿丰CES对决黄仁勋

Core Viewpoint - AMD is intensifying its competition with NVIDIA in the data center GPU sector, as highlighted by CEO Lisa Su's announcements at CES 2026 [2][3]. Group 1: Product Announcements - AMD introduced the Helios AI computing system, designed for large-scale AI training in data centers, featuring next-gen Instinct GPUs and EPYC CPUs, with an expected performance of approximately 2.9 exaFLOPS FP4 [4]. - The new MI455 chip was showcased, boasting a 70% increase in transistor count compared to the MI355 and equipped with 432GB of HBM4 memory, achieving a performance improvement of up to 10 times [4]. - AMD is developing the MI500 series chips using 2nm technology, expected to launch in 2027, with a projected performance increase of 1000 times over the next four years [4]. Group 2: Market Position and Strategy - Despite significant advancements, AMD's market share in the GPU sector remains heavily skewed towards NVIDIA, with a persistent "one to nine" market ratio [5]. - AMD's gaming business showed strong growth, while the data center segment has not performed as well, prompting CEO Lisa Su to assert the goal of capturing double-digit market share from competitors [5]. Group 3: Strategic Partnerships and Collaborations - AMD has formed a strategic partnership with OpenAI, which plans to purchase AI chips worth over several billion dollars in the coming years, while AMD will grant OpenAI stock warrants [5]. - At CES, AMD highlighted collaborations with various partners, including OpenAI, focusing on the practical benefits of AI in healthcare and other sectors [6][7]. Group 4: AI and Future Directions - Lisa Su emphasized that AI is AMD's top priority, describing it as the most significant technology of the past 50 years [4]. - The company is also focusing on physical AI applications across various industries, including automotive and healthcare, while maintaining a strong emphasis on traditional gaming and client businesses [6].