Lisa Su

New Capabilities

Reporting record Q2 revenue while managing Helios ramp and near-term margin pressure

AMD began shipping Helios racks in Q3 2026, with OpenAI, Meta, Microsoft, Oracle, and Anthropic all committed as launch customers. A deal with Anthropic on July 22 added 2 gigawatts of MI450 GPU capacity and an AMD equity investment of up to $5 billion, pushing total committed deployments to 14 gigawatts. Each Helios rack lists at $5.25 million, roughly 40% above Nvidia's competing second-generation Rubin rack.

Updated Aug 5

New Capabilities

Opened CES 2026 with an AI-focused keynote

For years, the buzz at CES was software: apps, chatbots, voice assistants. In 2026, the biggest crowds gathered around machines that walk, lift, and drive themselves.

Updated Jul 20

Money Moves

Running the only credible GPU challenger

Nvidia reported Q1 fiscal-2027 revenue of $81.6 billion on May 20, beating Wall Street's $78 billion consensus by $3.6 billion. Data center revenue hit $75 billion, up 92% from a year earlier. The company guided Q2 to $91 billion, above the $85 billion estimate, but the stock closed down 1.8% the next day as analysts said the beat was already priced in.

Updated Jun 3

New Capabilities

Leading AMD's aggressive challenge to Intel's market position

Intel just shipped its first client processors built on 18A, the most advanced semiconductor process ever made in America. The Core Ultra Series 3 chips, unveiled January 5 at CES 2026, went on sale globally January 27 with over 200 PC designs, offering 60% faster performance and 27-hour battery life.

Updated May 19