Episode Details

AI has hit a major turning point, moving from flashy demos to real-world, production-level work that businesses rely on. AMD’s CEO Lisa Su reveals the shift from training to inference — the everyday AI workloads powering tools you use daily — is now consuming more global compute power than training. In just two years, AI token usage has surged 16x. The future isn’t just GPUs — agentic AI needs powerful CPUs too, driving demand for both. AMD’s server CPU forecast jumped to $220 billion by 2030, nearly doubling. New EPYC Venice chips, deep partnerships with OpenAI, Meta, and Anthropic, and software co-development signal AMD as a serious AI contender. Despite market dips, AMD’s stock is up this year, with analysts raising targets — the real test is upcoming earnings, proving if AI’s massive inference demand translates into real revenue.

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