Lisa Su
PulseAugur coverage of Lisa Su — every cluster mentioning Lisa Su across labs, papers, and developer communities, ranked by signal.
5 天有情绪数据
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AMD首席执行官Lisa Su确认AI硬件需求强劲
AMD首席执行官Lisa Su表示，对AI专用硬件的需求“绝对真实”。她指出，随着公司驾驭不断变化的AI格局，CPU将重新成为焦点。这表明除了其他AI相关组件外，其中央处理器也将成为战略重点或得到加强。
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香港AI概念股飙升，智谱AI领涨超21%
香港股市的AI应用板块出现显著上涨，其中智谱AI等关键公司股价涨幅超过21%。其他表现突出的公司包括MINIMAX，股价上涨超过12%，以及网易，上涨超过7%。AI应用领域的增长正与更广泛的市场趋势同步发生，例如AMD首席执行官预测CPU市场将实现大幅增长。
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AMD CEO sees strong CPU growth; China pushes AI-hardware integration
AMD CEO Lisa Su anticipates continued strong growth in the CPU market, projecting over 35% annual expansion for the next five years. This growth is particularly significant as it aligns with AMD's core strengths. Meanwh…
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AMD 开始生产首款 2nm HPC 芯片 Venice
AMD 已正式开始生产其下一代 EPYC 处理器，代号为 Venice。该芯片是首款采用台积电先进 2nm 工艺技术的高性能计算产品。Venice 处理器旨在提供比前代产品显著的性能提升，预计将于今年晚些时候出货，可能扩大 AMD 在服务器 CPU 市场的领先地位。
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AMD CEO: 5 Billion Daily AI Users by 2030, Focus Shifts to Inference
AMD CEO Lisa Su projects that by 2030, over 5 billion users will actively engage with AI daily, with individuals potentially using dozens of AI agents. She emphasized that supporting these agents requires more than just…
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AMD to specialize EPYC CPUs for AI and cloud with future Zen architectures
AMD is planning to expand and specialize its EPYC CPU line to better cater to the diverse needs of AI and cloud computing workloads. The company aims to offer processors tailored for specific tasks, moving away from a o…
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AMD's AI infrastructure push drives 57% data center revenue growth
AMD reported a 57% surge in data center revenue, reaching $5.8 billion in the first quarter, largely driven by demand for its EPYC CPUs and Instinct GPUs. This growth is fueled by increased spending on AI infrastructure…
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AMD 第一季度业绩创纪录，由人工智能需求驱动，上调服务器 CPU 市场前景
AMD 公布了创纪录的第一季度财务业绩，这主要得益于其数据中心 CPU 和 AI 加速器需求的显著增长。公司首席执行官苏姿丰（Lisa Su）强调，人工智能工作负载，特别是推理和代理式人工智能，正在推动这一增长，并上调了对服务器 CPU 市场的长期前景预期。AMD 预计其数据中心部门将继续保持强劲表现，并在接下来的几个季度中，服务器 CPU 和 AI 加速器都将实现可观的同比增长。
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AMD eyes tens of billions in AI revenue, robot model RAM debuts, Blue Origin revises incentives
Researchers from Zhejiang University, the Chinese University of Hong Kong, and Zhejiang University have developed a new model called RAM for 3D spatial understanding and manipulation in robots. This model addresses limi…
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Animoca Brands launches $10M AI fund as AMD predicts $120B server CPU boom
Animoca Brands has launched a $10 million fund focused on agentic AI technologies, aiming to foster innovation in decentralized AI. Meanwhile, AMD CEO Lisa Su anticipates a significant surge in the AI-driven server CPU …
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36Kr Digest: Silver Prices Surge, SK Hynix Soars, and AI Updates
36Kr's daily digest covers a variety of financial and tech news, including fluctuations in silver and gold prices, and stock movements for companies like SK Hynix and AMD. The digest also touches on AI developments, suc…
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AMD forecasts over 20% gaming revenue drop amid rising component costs
AMD anticipates a significant downturn in its gaming revenue for the latter half of the year, projecting a decline of over 20%. This forecast is attributed to escalating memory and component costs impacting consumer dem…
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AMD envisions AI applications in space, including orbital data centers
AMD is exploring the potential of artificial intelligence in space applications, including the concept of data centers in orbit. The company's CEO, Lisa Su, discussed these possibilities during a recent event. This visi…
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AMD's MI300X falls short in AI training due to software issues
A recent benchmark analysis reveals that AMD's MI300X, despite theoretical advantages in specifications and total cost of ownership, is not competitive with NVIDIA's H100 and H200 for AI training workloads. The primary …
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China's AI sector surges with state funding and domestic chip focus
China's AI and semiconductor industries are experiencing significant growth, fueled by substantial state investment and a push for domestic technological independence. Companies like DeepSeek are receiving massive fundi…