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.

文｜富充、周鑫雨 成立于2021年的Luma AI，是美国视频生成领域的明星创业公司。《智能涌现》获悉，近期Luma AI已按照40亿美元估值，完成9亿美元C轮融资。本轮由 沙特公共投资基金（PIF）旗下机构HUMAIN领投，AMD Ventures、Andreessen Horowitz、Amplify Partners、Matrix Partners等老股东均大额加注。 他认为，视频生成模型明年也将复现同样的收敛过程。 在视频生成类AI公司更多还在卷更长的时长和更好的画质时，宋佳铭具体解释了他的"异见"：下一阶段真正要提升的，不是画面本身，而是模型对现实世 界的理解与推理能力。 他用一个影视制作现场的场景做解释：在影视制作中，若导演需要补拍一个遗漏的俯视镜头，传统的视频生成模型只是根据提示词生成一段相关内容，却 容易存在与前后画面不相符的细节。 这条路径今年已经在图像生成领域验证一遍：2024年，业内还对多模态架构存在分歧，而进入2025年后，图片生成模型已基本将文生图、图编辑等任务整 合进统一模型。竞争焦点也已从架构设计转向高质量的数据收集。 但推理模型则能够理解已有片段的场景空间、角色位置与镜头逻辑， ...