AMD CEO Lisa Su: Expect over 5 billion active AI users in the next five years

Watch on YouTube ↗  |  January 06, 2026 at 15:37  |  4:46  |  CNBC
Speakers
Lisa Su — CEO, AMD
Jon Fortt — Host, Fortt on Tech

Summary

AMD CEO Lisa Su speaks with CNBC's Jon Fortt at CES about YottaScale computing, AI demand, and AMD's latest AI products. She expects active AI users to grow from about 1 billion to over 5 billion in five years, requiring far more compute, and cites real-world ROI across productivity, media, and healthcare. Su also highlights AMD's MI455 GPU and Helios system, AI PCs, edge AI, and physical AI/robotics as key growth areas.

  • Lisa Su introduces YottaScale computing as a framing for massive AI compute growth.
  • She expects active AI users to rise from about 1 billion to over 5 billion in five years.
  • She says compute demand has grown roughly 100x over four to five years.
  • She cites real-world AI ROI in productivity, entertainment/video, and healthcare research.
  • AMD previewed its MI455 GPU and Helios system for cloud data-center deployments.
  • Su calls physical AI and robotics the next big thing and highlights edge AI.
Ideas
Lisa Su CEO, AMD 0:42
AI compute demand will keep accelerating.
Lisa Su argues AI demand is still in the early innings: active AI users should grow from about 1 billion today to more than 5 billion over the next five years, and compute demand is already up roughly 100x over the last four to five years. She says real-world ROI is emerging in productivity, entertainment/video production, healthcare drug discovery, and genome tracking, so the AI demand environment should continue and accelerate, requiring much more compute.
AI compute HIGH
Lisa Su CEO, AMD 3:45
AMD's AI products drive cloud data-center growth.
She highlights AMD's newest MI455 GPU and Helios system, with 320 billion transistors on 2nm/3nm technology, as products driving large cloud deployments and data-center buildouts. She says AMD's AI strategy spans cloud, PCs, and edge, positioning the company to serve the broad AI compute demand cycle.
AMD HIGH
Lisa Su CEO, AMD 4:17
AI expands into PCs and edge.
She says AI will appear in all kinds of form factors beyond the cloud. AMD announced new PC products and is excited about AI at the edge, viewing edge AI and industrial applications as a natural extension of the broader AI cycle.
AI-SECTOR Edge AI LOW
Lisa Su CEO, AMD 4:25
Physical AI and robotics are next.
She calls physical AI the next big thing and expects robotics to be a major part of it, along with industrial applications where edge AI comes into play. AMD is tuning its technology and capabilities for these evolving markets, which she views as a natural extension of AI.
Physical AI ROBO MED
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This CNBC video, published January 06, 2026, features Lisa Su discussing AI compute, AMD, AI-SECTOR, Edge AI, Physical AI, ROBO. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lisa Su  · Tickers: AI compute, AMD, AI-SECTOR, Edge AI, Physical AI, ROBO