Summary of CES 2026 Keynote Address by AMD CEO Dr. Lisa Su Industry Overview - The keynote was part of CES 2026, a major technology event showcasing innovations across various sectors, particularly focusing on AI and high-performance computing [1][4][5] - AMD is positioned as a central player in the global AI transformation, emphasizing its role in high-performance and AI computing [5][6] Core Points and Arguments AI and Computing Demand - AI is described as the most important technology of the last 50 years, with AMD prioritizing its development [15][16] - The number of active AI users has surged from 1 million to over 1 billion, with projections of reaching over 5 billion users [16][17] - Global compute infrastructure demand is expected to grow from approximately 1 Zettaflop in 2022 to over 100 Zettaflops by 2025, necessitating a further increase to over 10 Yottaflops in the next five years [17][19] - AI's integration into various sectors, including healthcare, education, and productivity, is highlighted as transformative [15][16] AMD's Technological Innovations - AMD's Helios platform is introduced as a next-generation rack scale solution designed for AI, featuring advanced MI455 GPUs and EPYC CPUs [23][30] - The MI455 GPU boasts 320 billion transistors and is designed for high performance, delivering up to 10 times more performance compared to previous generations [27][30] - The Helios rack is designed for optimal serviceability and reliability, weighing nearly 7,000 pounds and integrating cutting-edge technologies [24][25][26] Partnerships and Collaborations - AMD's collaboration with OpenAI is emphasized, showcasing the need for increased compute capacity to support advanced AI models [31][39] - Luma AI's CEO, Amit Jain, discusses their partnership with AMD, highlighting the efficiency and performance improvements achieved through AMD's hardware [50][59] Future Outlook - The demand for compute is expected to continue growing, with AMD's next-gen MI500 series already in development, promising a 1,000x increase in AI performance over four years [63][64] - The Ryzen AI 400 Series is introduced as the most advanced family of AI PC processors, set to enhance productivity and content creation capabilities [67][68] Additional Important Content - The keynote emphasizes the collaborative nature of innovation, stating that AI is not a solo act but a shared pursuit among industry leaders [2][4] - The importance of an open ecosystem for AI development is stressed, with AMD advocating for shared technology standards across hardware and software [48][49] - The potential of AI in personal computing is highlighted, with AI PCs becoming essential partners in productivity and creativity [65][66] This summary encapsulates the key themes and innovations presented during the CES 2026 keynote by AMD's CEO, focusing on the transformative impact of AI and the company's strategic advancements in computing technology.

Core Insights - AMD has unveiled its latest generation of mobile and desktop processors, the Ryzen AI 400 Series and Ryzen AI PRO 400 Series, which enhance AI capabilities, gaming performance, and commercial features across a wider range of systems [2][3][4] Product Launch - The new AMD Ryzen AI 400 Series includes processors designed for Copilot+ PCs, while the Ryzen AI Max+ processors target premium ultra-thin notebooks and small form-factor desktops [3][4] - The Ryzen AI PRO 400 Series focuses on AI acceleration, modern security, and enterprise-class manageability for business laptops [3][7] AI Integration - AMD introduced the Ryzen AI Halo, its first AI developer platform, along with ROCm 7.2 software support for the Ryzen AI 400 Series, facilitating seamless AI adoption and development [4][11] - The Ryzen AI 400 Series processors deliver up to 60 TOPS of NPU AI compute, with features designed to meet the requirements for seamless AI experiences [7][11] Gaming Performance - The Ryzen 7 9850X3D processor is positioned as the fastest gaming CPU, offering a 400MHz higher boost clock than its predecessor, the Ryzen 7 9800X3D, and achieving up to 27% better gaming performance compared to Intel's Core Ultra 9 285K [5][19][20] - The new FSR "Redstone" technology enhances gaming experiences through machine learning frame generation and upscaling [5][30] Market Availability - Systems powered by the Ryzen AI 400 Series and Ryzen AI PRO 400 Series will be available starting Q1 2026 from major OEMs, with desktop versions expected in Q2 2026 [9][15][22] Developer Support - The AMD Ryzen AI Halo developer platform is designed to support AI development with capabilities to run large models locally, featuring up to 128GB of unified memory and optimized for AMD ROCm software [17][18] - The ROCm software platform has seen significant improvements, including a fivefold increase in AI performance and expanded compatibility across Windows and Linux [28][27] Ecosystem Growth - AMD is expanding its OEM partnerships, with a growing number of systems powered by AMD processors across consumer, commercial, and gaming segments [24][25] - Collaborations with software developers aim to integrate new AI features into everyday applications, enhancing user experiences [25][26]