AMD(US:AMD) Huan Qiu Wang Zi Xun·2026-01-07 08:33Group 1 - The core message from AMD's CEO Lisa Su at CES 2026 is the company's commitment to not only participate in the current AI wave but also to lead the next phase of explosive growth in the sector [1][4] - AMD predicts that the number of active global AI users will increase from 1 billion to 5 billion over the next five years, highlighting the company's optimistic view on the speed of AI adoption [4] - As a major competitor to Nvidia in the AI chip market, AMD is accelerating its development of a full-stack AI infrastructure [4] Group 2 - To enhance credibility, Lisa Su invited OpenAI co-founder Greg Brockman to join her on stage during the presentation [4] - Despite the ambitious narrative and technological aspirations presented, the capital market's reaction was relatively subdued, with AMD's stock price experiencing a slight decline on the day of the CES event [4] - Investors appear to be cautious, waiting to see if AMD's AI strategy can translate into sustained revenue growth [4]