Lisa Su

New Capabilities

Leading AMD's EPYC server push

HPE announced its first four ProLiant Gen13 servers, all built on AMD's sixth-generation EPYC 'Venice' processors. Each chip has up to 256 cores. The systems add PCIe Gen6 and a new management chip, iLO 8, which encrypts drives automatically from first boot. Two-person approval for high-impact actions is optional and must be switched on.

Updated Oct 30

Money Moves

Leads AMD; was an early investor in World Labs

AMD has agreed to buy World Labs, the AI lab founded by Stanford professor Fei-Fei Li, for $8.2 billion in stock. The deal puts one of AI's most prominent researchers inside a chipmaker racing to close Nvidia's lead in data-center AI. The transaction is expected to close by the end of 2026, pending regulatory approvals.

Updated Oct 17

New Capabilities

As of August 2026: 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

As of July 2026: 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

As of June 2026: 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

As of May 2026: 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