AMD CEO Lisa Su Emphasizes AI's Shift to Inference Workloads at Advancing AI Conference
At AMD’s Advancing AI conference in July 2026, CEO Lisa Su highlighted a pivotal shift in the artificial intelligence industry. She noted that AI has moved beyond training large models and is now being used for meaningful work within business operations globally. According to Su, inference—where AI processes real-time queries—is surpassing training compute demand for the first time this year. Su emphasized AMD’s strategic position as both GPU and CPU demands rise due to agentic AI systems requiring orchestration alongside model execution. The company revised its server CPU market estimate upward from $120 billion to $220 billion by 2030, reflecting increased demand driven by AI integration into daily workflows. AMD also launched the EPYC Venice processor based on TSMC’s 2nm architecture and reported strong financial performance in Q1 with a data center segment revenue of $5.8 billion—up 57% year-over-year.
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Topics: AI AMD Lisa Su technology trends