{ "data_version": "1", "schema": "https://whatledto.com/data", "id": "lisa-su", "name": "Lisa Su", "kind": "person", "url": "https://whatledto.com/who/lisa-su", "description": "Chair and CEO of AMD.", "same_as": [ "https://en.wikipedia.org/wiki/Lisa_Su" ], "timelines": [ { "slug": "hbm-memory-supply", "title": "HBM Supply Race: SK hynix, Samsung and Micron from HBM3E to HBM4E", "url": "https://whatledto.com/events/hbm-memory-supply", "json": "https://whatledto.com/events/hbm-memory-supply.json", "role": "AMD chair and CEO who announced shipments and met Samsung executives.", "entries": 0, "updated_at": "2026-10-14T05:44:42.508947+00:00" }, { "slug": "amd-instinct-ai-gpus", "title": "AMD Instinct: From MI300X to Helios and the Gigawatt Deals", "url": "https://whatledto.com/events/amd-instinct-ai-gpus", "json": "https://whatledto.com/events/amd-instinct-ai-gpus.json", "role": "AMD chief executive who has described Instinct and Helios shipments, supply-chain preparations and Data Center growth expectations.", "entries": 12, "updated_at": "2026-10-14T04:20:23.900678+00:00" }, { "slug": "amd-china-export-controls", "title": "US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X", "url": "https://whatledto.com/events/amd-china-export-controls", "json": "https://whatledto.com/events/amd-china-export-controls.json", "role": "AMD’s chief executive has pursued China engagement, described the market as important, and stated AMD is prepared to make the expected 15 percent payment on licensed MI308 sales.", "entries": 11, "updated_at": "2026-10-14T02:01:40.262749+00:00" } ], "entries": [ { "timeline": "amd-instinct-ai-gpus", "id": 1925, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n1925", "date": "2026-10-07", "date_precision": "day", "title": "Lisa Su says MI455X and Helios shipments have already begun", "summary": "Speaking in Korea on cooperation with Samsung and SK hynix, Lisa Su said AMD had already begun shipping\nits next-generation MI455X accelerators and Helios rack-scale systems. It is the first statement that\nthe generation behind the OpenAI, Meta and Anthropic gigawatt agreements has started to leave the\nfactory, rather than being tested or scheduled.", "type": "shipment", "entities": [ "AMD", "Lisa Su", "Helios" ], "parties": [ "amd", "lisa-su", "helios" ], "sources": [ { "url": "https://www.invenglobal.com/articles/26901/lisa-su-semiconductors-are-a-team-sport-emphasizes-long-term-cooperation-with-samsung-and-sk", "outlet": "Inven Global", "published": "2026-10-07", "quote": "We have already begun shipments of our next-generation MI455X and AMD Helios solutions." } ] }, { "timeline": "amd-china-export-controls", "id": 1477, "url": "https://whatledto.com/events/amd-china-export-controls#n1477", "date": "2026-09-23", "date_precision": "day", "title": "Lisa Su says she will attend Trump–Xi state dinner", "summary": "Lisa Su said she would attend the state dinner scheduled for the following night. She said technology leaders would seek stability across the technology ecosystem.", "type": "response", "entities": [ "Lisa Su", "AMD", "Donald Trump", "Xi Jinping", "New York Stock Exchange" ], "parties": [ "lisa-su", "amd", "donald-trump", "xi-jinping", "new-york-stock-exchange" ], "sources": [ { "url": "https://www.foxbusiness.com/politics/tech-giant-ceo-announces-attend-trump-xi-state-dinner", "outlet": "Fox Business", "published": "2026-09-23", "quote": "“I'm honored to say that I will be at the dinner tomorrow night.”" }, { "url": "https://www.prnewswire.com/news-releases/amd-ceo-shares-trump-xi-expectations-at-imperia-summit-nyse-content-update-302889273.html", "outlet": "New York Stock Exchange", "published": "2026-09-24", "quote": "“She says tech leaders will want to ensure there is 'good stability' across the tech ecosystem.”" } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 111, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n111", "date": "2026-08-04", "date_precision": "day", "title": "Data center revenue doubles to US$6.7 billion as Helios begins to ramp", "summary": "Second-quarter 2026 results showed revenue of US$11.5 billion and data center segment revenue of US$6.7\nbillion, up 107 percent from a year earlier on demand for EPYC CPUs and Instinct GPUs. Lisa Su said\nInstinct deployments were scaling and Helios was beginning to ramp.", "type": "financial", "entities": [ "AMD", "Lisa Su", "Helios" ], "parties": [ "amd", "lisa-su", "helios" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1295/amd-reports-second-quarter-2026-financial-results", "outlet": "AMD Investor Relations", "published": "2026-08-04", "quote": "Data Center segment revenue was $6.7 billion, up 107% year-over-year, driven by strong demand for AMD EPYC™ processors and AMD Instinct™ GPUs." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 110, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n110", "date": "2026-07-23", "date_precision": "day", "title": "MI400 series launched at Advancing AI 2026; Helios customers named", "summary": "AMD launched the Instinct MI400 series, with the MI455X in Helios racks for frontier AI and the MI430X for\nsovereign AI and HPC, and named OpenAI, Anthropic, Meta, Microsoft, Oracle, HUMAIN, Tensorwave, Vultr and\nCirrascale among the organisations choosing Helios.", "type": "launch", "entities": [ "AMD", "Lisa Su", "AMD Instinct MI400 series and MI450 GPUs", "Helios", "OpenAI", "Meta", "Microsoft", "Oracle" ], "parties": [ "amd", "lisa-su", "amd-instinct-mi400-series-and-mi450-gpus", "helios", "openai", "meta", "microsoft", "oracle" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1294/aai-2026-amd-delivers-full-stack-compute-for-the-agentic-ai-era", "outlet": "AMD Investor Relations", "published": "2026-07-23", "quote": "Leading AI labs and cloud providers are choosing AMD Helios for its open, full-stack performance." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 109, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n109", "date": "2026-07-22", "date_precision": "day", "title": "Anthropic to deploy up to 2 gigawatts of MI450 GPUs in Helios, starting in the first half of 2027", "summary": "AMD and Anthropic announced a partnership to deploy up to 2 gigawatts of Instinct MI450 series GPUs in\nAMD Helios rack-scale systems, with the first gigawatt beginning in the first half of 2027.", "type": "announcement", "entities": [ "AMD", "Anthropic", "Lisa Su", "Helios", "Instinct MI450" ], "parties": [ "amd", "anthropic", "lisa-su", "helios", "instinct-mi450" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1292/amd-and-anthropic-announce-strategic-partnership-to-deploy-up-to-2-gigawatts-of-amd-instinct-mi450-series-gpus", "outlet": "AMD Investor Relations", "published": "2026-07-22", "quote": "with deployment of the first gigawatt beginning in the first half of 2027" } ] }, { "timeline": "amd-china-export-controls", "id": 569, "url": "https://whatledto.com/events/amd-china-export-controls#n569", "date": "2026-05-18", "date_precision": "day", "title": "Su meets Vice Premier He Lifeng in Beijing days after the Trump–Xi summit, pledging more investment", "summary": "At the Great Hall of the People, He Lifeng invited multinationals including AMD to deepen cooperation, citing the outcomes of the May 13 to 15 Xi–Trump summit, and Su said AMD would expand its operations and investment in China. Su had not been part of the executive delegation that travelled with Trump.", "type": "other", "entities": [ "AMD", "Lisa Su", "He Lifeng", "Donald Trump", "Xi Jinping" ], "parties": [ "amd", "lisa-su", "he-lifeng", "donald-trump", "xi-jinping" ], "sources": [ { "url": "https://finance.yahoo.com/sectors/technology/articles/lisa-su-meets-chinas-vice-100000801.html", "outlet": "Tom's Hardware (via Yahoo Finance)", "published": "2026-05-20", "quote": "AMD CEO Lisa Su met with Chinese Vice Premier He Lifeng at the Great Hall of the People in Beijing on Monday, pledging to expand AMD's operations and investment in the country days after President Trump's state visit to China." } ] }, { "timeline": "amd-china-export-controls", "id": 568, "url": "https://whatledto.com/events/amd-china-export-controls#n568", "date": "2026-05-05", "date_precision": "day", "title": "Q1 2026: China GPU revenue 'not material' as the MI308 orders run off", "summary": "Data center AI revenue dipped sequentially in the first quarter, which AMD attributed to lower China revenue after the $390 million MI308 quarter, and CFO Jean Hu said China revenue in the period was not material. AMD did not forecast further China GPU sales, leaving the MI325 licenses as an option rather than a plan.", "type": "financial", "entities": [ "AMD", "Lisa Su", "Jean Hu", "MI308", "MI325X" ], "parties": [ "amd", "lisa-su", "jean-hu", "mi308", "mi325x" ], "sources": [ { "url": "https://www.fool.com/earnings/call-transcripts/2026/05/06/amd-amd-q1-2026-earnings-call-transcript/", "outlet": "The Motley Fool (call transcript)", "published": "2026-05-06", "quote": "I think if you look at Q1, we did mention Data Center AI was down modest pace sequentially, primarily due to lower China revenue in the quarter." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 108, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n108", "date": "2026-02-24", "date_precision": "day", "title": "Meta signs for up to 6 gigawatts of AMD GPUs with a custom MI450-based part and a matching warrant", "summary": "AMD and Meta agreed a multi-year, multi-generation partnership to deploy up to 6 gigawatts of Instinct\nGPUs. Shipments for the first gigawatt were expected to begin in the second half of 2026 using a custom\nGPU based on the MI450 architecture, and AMD issued Meta a performance-based warrant for up to 160\nmillion shares.", "type": "announcement", "entities": [ "AMD", "Meta", "Lisa Su", "Instinct MI450" ], "parties": [ "amd", "meta", "lisa-su", "instinct-mi450" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1279/amd-and-meta-announce-expanded-strategic-partnership-to-deploy-6-gigawatts-of-amd-gpus", "outlet": "AMD Investor Relations", "published": "2026-02-24", "quote": "AMD has issued Meta a performance-based warrant for up to 160 million shares of AMD common stock, structured to vest as specific milestones associated with Instinct GPU shipments are achieved." }, { "url": "https://ir.amd.com/financial-information/sec-filings/content/0000002488-26-000045/0000002488-26-000045.pdf", "outlet": "AMD Form 8-K", "published": "2026-02-24", "quote": "On February 23, 2026, in connection with a strategic arrangement between Advanced Micro Devices, Inc. (“AMD”) and Meta Platforms, Inc. (“Meta”) governing the purchase of AMD Instinct™ GPU products by Meta, AMD issued to Meta a performance-based warrant (the “Warrant”) to purchase up to an aggregate of 160 million shares of common stock of AMD (the “Warrant Shares”) at an exercise price of $0.01 per share." } ] }, { "timeline": "amd-china-export-controls", "id": 565, "url": "https://whatledto.com/events/amd-china-export-controls#n565", "date": "2026-02-03", "date_precision": "day", "title": "Q4 2025: first MI308 revenue, about $390 million, and a $360 million reserve release", "summary": "AMD's fourth quarter included roughly $390 million of MI308 sales to China that were not in its guidance, filled from orders placed early in 2025, plus the release of about $360 million of the inventory reserves booked in the second quarter. It guided to about $100 million of MI308 revenue in the first quarter of 2026 and nothing beyond, with Su calling China 'a very dynamic situation' and saying MI325 license applications had been submitted.", "type": "financial", "entities": [ "AMD", "Lisa Su", "Jean Hu", "MI308", "MI325X" ], "parties": [ "amd", "lisa-su", "jean-hu", "mi308", "mi325x" ], "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000014/q42025991.htm", "outlet": "AMD Form 8-K, Exhibit 99.1 (SEC)", "published": "2026-02-03", "quote": "In the fourth quarter, AMD benefited from an approximate $360 million release of previously reserved AMD Instinct™ MI308 inventory and related charges. Fourth quarter AMD Instinct MI308 revenue to China was approximately $390 million." }, { "url": "https://www.fool.com/earnings/call-transcripts/2026/02/03/amd-amd-q4-2025-earnings-call-transcript/", "outlet": "The Motley Fool (call transcript)", "published": "2026-02-03", "quote": "We are not forecasting any additional revenue from China just because it's a very dynamic situation." } ] }, { "timeline": "amd-china-export-controls", "id": 562, "url": "https://whatledto.com/events/amd-china-export-controls#n562", "date": "2025-12-18", "date_precision": "day", "title": "Su's Beijing trip: meetings with the industry ministry and Commerce Minister Wang Wentao", "summary": "Over two days in Beijing, Su met MIIT minister Li Lecheng, affirming AMD's commitment to deepening its investment in China, and then Commerce Minister Wang Wentao, whose ministry said the two sides discussed AMD's business development in China and strengthening cooperation. The visit came as MI308 shipments were about to start and as Beijing was steering buyers away from Nvidia's China parts.", "type": "other", "entities": [ "AMD", "Lisa Su", "Wang Wentao", "Li Lecheng", "Ministry of Commerce of the People's Republic of China", "MI308" ], "parties": [ "amd", "lisa-su", "wang-wentao", "li-lecheng", "ministry-of-commerce-of-the-peoples-republic-of-china", "mi308" ], "sources": [ { "url": "https://wkzo.com/2025/12/19/chinas-commerce-minister-meets-with-amd-ceo-in-beijing/", "outlet": "Reuters (via WKZO)", "published": "2025-12-19", "quote": "Chinese Commerce Minister Wang Wentao met with U.S. computer processor manufacturer Advanced Micro Devices’ CEO Lisa Su in Beijing on Thursday, according to a statement released by Wang’s ministry on Friday." }, { "url": "https://www.scmp.com/tech/article/3336818/amd-chief-lisa-su-commits-deeper-china-investments-meeting-industry-minister", "outlet": "South China Morning Post", "published": "2025-12-17", "quote": "Lisa Su, chair and chief executive of Advanced Micro Devices (AMD), on Wednesday met the Chinese minister of industry and information technology (MIIT), where she affirmed the US chipmaker’s “commitment to deepening its investments” in China, the ministry said." } ] }, { "timeline": "amd-china-export-controls", "id": 561, "url": "https://whatledto.com/events/amd-china-export-controls#n561", "date": "2025-12-04", "date_precision": "day", "title": "Su: AMD holds MI308 licenses and is prepared to pay the 15 percent", "summary": "Speaking at a Wired conference in San Francisco, Su said AMD had licenses to ship some MI308 chips to China and would pay the 15 percent levy if it shipped them, the company's first direct public acceptance of the arrangement.", "type": "announcement", "entities": [ "AMD", "Lisa Su", "MI308" ], "parties": [ "amd", "lisa-su", "mi308" ], "sources": [ { "url": "https://finance.yahoo.com/news/amd-chief-says-company-ready-182759905.html", "outlet": "Reuters (via Yahoo Finance)", "published": "2025-12-05", "quote": "Advanced Micro Devices CEO Lisa Su on Thursday said the company has licenses to ship some of its MI 308 chips to China and is prepared to pay a 15% tax to the U.S. government if it ships them." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 107, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n107", "date": "2025-11-11", "date_precision": "day", "title": "Financial Analyst Day: data center revenue to grow more than 60 percent a year; Helios from Q3 2026", "summary": "AMD set long-term targets of more than 35 percent annual revenue growth, a non-GAAP operating margin above\n35 percent and earnings per share above US$20, with data center revenue growing more than 60 percent a\nyear. It said Helios systems with MI450 GPUs would begin delivering in the third quarter of 2026.", "type": "financial", "entities": [ "AMD", "Lisa Su", "Helios", "Instinct MI450" ], "parties": [ "amd", "lisa-su", "helios", "instinct-mi450" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1266/amd-unveils-strategy-to-lead-the-1-trillion-compute-market-and-accelerate-next-phase-of-growth", "outlet": "AMD Investor Relations", "published": "2025-11-11", "quote": "AMD expects to deliver a greater than 60% revenue CAGR for its data center business." } ] }, { "timeline": "amd-china-export-controls", "id": 560, "url": "https://whatledto.com/events/amd-china-export-controls#n560", "date": "2025-11-04", "date_precision": "day", "title": "Q3 2025: some MI308 licenses received, but still no China revenue booked or guided", "summary": "AMD reported record revenue with no MI308 shipments to China in the quarter and none assumed for the fourth quarter. On the call Su said the company had received some MI308 licenses and thanked the administration, but called the situation too dynamic to forecast, with customer demand and China's own import stance still unclear.", "type": "financial", "entities": [ "AMD", "Lisa Su", "MI308" ], "parties": [ "amd", "lisa-su", "mi308" ], "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/2488/000000248825000163/q32025991.htm", "outlet": "AMD Form 8-K, Exhibit 99.1 (SEC)", "published": "2025-11-04", "quote": "Our third quarter results did not include any revenue from shipments of AMD Instinct™ MI308 GPU products to China." }, { "url": "https://finance.yahoo.com/quote/AMD/earnings/AMD-Q3-2025-earnings_call-370771.html", "outlet": "Yahoo Finance (call transcript)", "published": "2025-11-04", "quote": "We have received some licenses for MI308, so we're appreciative of the administration supporting some licenses for MI308." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 106, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n106", "date": "2025-10-06", "date_precision": "day", "title": "OpenAI agrees to deploy 6 gigawatts of AMD GPUs; AMD issues a warrant for up to 160 million shares", "summary": "AMD and OpenAI announced a multi-year agreement under which OpenAI will deploy 6 gigawatts of AMD\nInstinct GPUs across generations, starting with 1 gigawatt of MI450 GPUs in the second half of 2026. AMD\nissued OpenAI a warrant for up to 160 million shares at US$0.01 that vests with deployment milestones and\nAMD share-price targets.", "type": "announcement", "entities": [ "AMD", "OpenAI", "Lisa Su", "Sam Altman", "Instinct MI450" ], "parties": [ "amd", "openai", "lisa-su", "sam-altman", "instinct-mi450" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1260/amd-and-openai-announce-strategic-partnership-to-deploy-6-gigawatts-of-amd-gpus", "outlet": "AMD Investor Relations", "published": "2025-10-06", "quote": "The first 1 gigawatt deployment of AMD Instinct MI450 GPUs is set to begin in the second half of 2026." } ] }, { "timeline": "amd-china-export-controls", "id": 558, "url": "https://whatledto.com/events/amd-china-export-controls#n558", "date": "2025-08-05", "date_precision": "day", "title": "Q2 2025: the $800 million MI308 charge lands; no China revenue in the outlook", "summary": "AMD booked roughly $800 million of inventory and related charges for the MI308, cutting non-GAAP gross margin to 43 percent from about 54 percent otherwise. Data center revenue still grew 14 percent on EPYC demand, and the company excluded any MI308 revenue from its third-quarter guidance while the licenses were under review.", "type": "financial", "entities": [ "AMD", "Lisa Su", "Jean Hu", "MI308" ], "parties": [ "amd", "lisa-su", "jean-hu", "mi308" ], "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/2488/000000248825000106/q22025991.htm", "outlet": "AMD Form 8-K, Exhibit 99.1 (SEC)", "published": "2025-08-05", "quote": "As previously announced, our second quarter results were impacted by the U.S. Government's export control on our AMD Instinct™ MI308 data center GPU products. For the quarter, these restrictions led to approximately $800 million in inventory and related charges." }, { "url": "https://www.fool.com/earnings/call-transcripts/2026/01/27/amd-amd-q2-2025-earnings-call-transcript/", "outlet": "The Motley Fool (call transcript)", "published": "2026-01-27", "quote": "Earlier this quarter, we were notified by the Department of Commerce that it is moving forward with the review of our license applications to export MI308 to China." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 105, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n105", "date": "2025-06-12", "date_precision": "day", "title": "MI350 series rolling out at Oracle; Helios rack on MI400 previewed for 2026", "summary": "At Advancing AI 2025 AMD said MI350 series accelerators were already deploying at Oracle Cloud\nInfrastructure with broad availability in the second half of 2025, and previewed Helios, a rack-scale\nsystem built on the coming MI400 series GPUs, Zen 6 EPYC \"Venice\" CPUs and Pensando \"Vulcano\" NICs.", "type": "launch", "entities": [ "AMD", "Lisa Su", "Oracle", "AMD Instinct MI350 series", "Helios" ], "parties": [ "amd", "lisa-su", "oracle", "amd-instinct-mi350-series", "helios" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1255/amd-unveils-vision-for-an-open-ai-ecosystem-detailing-new-silicon-software-and-systems-at-advancing-ai-2025", "outlet": "AMD Investor Relations", "published": "2025-06-12", "quote": "AMD demonstrated end-to-end, open-standards rack-scale AI infrastructure—already rolling out with AMD Instinct MI350 Series accelerators, 5th Gen AMD EPYC™ processors and AMD Pensando™ Pollara NICs in hyperscaler deployments such as Oracle Cloud Infrastructure (OCI) and set for broad availability in 2H 2025." } ] }, { "timeline": "amd-china-export-controls", "id": 556, "url": "https://whatledto.com/events/amd-china-export-controls#n556", "date": "2025-05-06", "date_precision": "day", "title": "Q1 2025: AMD puts the MI308 hit at $1.5 billion of 2025 revenue, $700 million of it in Q2", "summary": "Reporting first-quarter results, CFO Jean Hu said the export license requirement removed an estimated $700 million from second-quarter revenue and about $1.5 billion for the year, mostly in the second and third quarters. The next morning Su told CNBC that China was a 'large opportunity' and argued for a balance between national-security controls and the widest possible adoption of US technology.", "type": "financial", "entities": [ "AMD", "Lisa Su", "Jean Hu", "MI308" ], "parties": [ "amd", "lisa-su", "jean-hu", "mi308" ], "sources": [ { "url": "https://www.nbcnews.com/business/business-news/amd-ceo-lisa-su-calls-china-opportunity-warns-strict-us-chip-controls-rcna205412", "outlet": "NBC News (CNBC)", "published": "2025-05-07", "quote": "AMD topped earnings and expectations and issued strong guidance, but said it would see a $1.5 billion hit this year from China export controls. Last month, the company said it would incur up to $800 million in costs from shipping its MI308 products to China and other countries." }, { "url": "https://d1io3yog0oux5.cloudfront.net/_3d4788b411d81106f9530fa33cefe34b/amd/db/841/9160/webcast_transcript/AMD+Q1+2025+Earnings+Call.pdf", "outlet": "AMD Q1 2025 earnings call transcript", "published": "2025-05-06", "quote": "This includes an estimated 700 million revenue reduction as a result of the new export license requirement." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 104, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n104", "date": "2024-10-10", "date_precision": "day", "title": "MI325X launched at Advancing AI 2024; MI350 set for the second half of 2025", "summary": "AMD launched the Instinct MI325X, shared details of the MI350 series expected in the second half of 2025,\nand said the MI400 series based on CDNA Next remained planned for 2026.", "type": "launch", "entities": [ "AMD", "Lisa Su", "Instinct MI325X", "AMD Instinct MI350 series" ], "parties": [ "amd", "lisa-su", "instinct-mi325x", "amd-instinct-mi350-series" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1218/amd-unveils-leadership-ai-solutions-at-advancing-ai-2024", "outlet": "AMD Investor Relations", "published": "2024-10-10", "quote": "AMD also shared new details on next-gen AMD Instinct MI350 series accelerators expected to launch in the second half of 2025, extending AMD Instinct leadership memory capacity and generative AI performance." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 103, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n103", "date": "2024-06-02", "date_precision": "day", "title": "AMD moves Instinct to an annual cadence: MI325X in Q4 2024, MI350 in 2025, MI400 in 2026", "summary": "At Computex in Taipei AMD laid out a yearly roadmap for its AI accelerators: the MI325X with 288 GB of\nHBM3E in the fourth quarter of 2024, the CDNA 4-based MI350 series in 2025, and the MI400 series on a\nCDNA \"Next\" architecture in 2026.", "type": "announcement", "entities": [ "AMD", "Lisa Su", "Instinct MI325X", "AMD Instinct MI350 series", "AMD Instinct MI400 series and MI450 GPUs" ], "parties": [ "amd", "lisa-su", "instinct-mi325x", "amd-instinct-mi350-series", "amd-instinct-mi400-series-and-mi450-gpus" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1201/amd-accelerates-pace-of-data-center-ai-innovation-and-leadership-with-expanded-amd-instinct-gpu-roadmap", "outlet": "AMD Investor Relations", "published": "2024-06-02", "quote": "New AMD Instinct MI325X accelerator expected to be available in Q4 2024 with up to 288GB of HBM3E memory" } ] }, { "timeline": "amd-china-export-controls", "id": 570, "url": "https://whatledto.com/events/amd-china-export-controls#n570", "date": "2024-03-24", "date_precision": "day", "title": "Lisa Su meets Wang Wentao in Beijing", "summary": "Lisa Su met Chinese Commerce Minister Wang Wentao in Beijing to discuss China-U.S. trade relations and AMD's development in China. Su said China was one of AMD's global strategic priorities and that AMD would increase investment and work with local partners.", "type": "other", "entities": [ "AMD", "Lisa Su", "Wang Wentao", "Ministry of Commerce of the People's Republic of China" ], "parties": [ "amd", "lisa-su", "wang-wentao", "ministry-of-commerce-of-the-peoples-republic-of-china" ], "sources": [ { "url": "https://ca.mofcom.gov.cn/sqfb/art/2024/art_ec01040248234766b7591fb836aa1024.html", "outlet": "Ministry of Commerce of the People’s Republic of China", "published": "2024-03-25", "quote": "“3月24日，商务部部长王文涛会见美国AMD半导体公司董事会主席兼首席执行官苏姿丰。”" } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 102, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n102", "date": "2023-12-06", "date_precision": "day", "title": "MI300X and MI300A launched; Microsoft Azure, Oracle and the major OEMs line up", "summary": "At Advancing AI 2023 AMD announced availability of the MI300X accelerator and the MI300A APU. Microsoft\nannounced Azure virtual machines built on MI300X, Oracle Cloud planned MI300X offerings, and Dell, HPE,\nLenovo and Supermicro showed systems using the parts.", "type": "launch", "entities": [ "AMD", "Lisa Su", "Microsoft", "Oracle", "Instinct MI300X" ], "parties": [ "amd", "lisa-su", "microsoft", "oracle", "instinct-mi300x" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1173/amd-delivers-leadership-portfolio-of-data-center-ai-solutions-with-amd-instinct-mi300-series", "outlet": "AMD Investor Relations", "published": "2023-12-06", "quote": "Today, AMD announced the availability of the AMD Instinct™ MI300X accelerators – with industry leading memory bandwidth for generative AI and leadership performance for large language model (LLM) training and inferencing – as well as the AMD Instinct™ MI300A accelerated processing unit (APU)." } ] }, { "timeline": "amd-china-export-controls", "id": 552, "url": "https://whatledto.com/events/amd-china-export-controls#n552", "date": "2023-08-01", "date_precision": "day", "title": "Lisa Su: China is an 'important' market and AMD sees room for a compliant AI chip", "summary": "On the second-quarter 2023 call, as AMD prepared to ramp the MI300, Su said the company would be fully compliant with US export controls but saw an opportunity to develop an accelerator specifically for Chinese customers, following Nvidia's A800 and H800 and Intel's Gaudi variant. That product became the MI308.", "type": "announcement", "entities": [ "AMD", "Lisa Su", "Nvidia", "Intel", "MI308" ], "parties": [ "amd", "lisa-su", "nvidia", "intel", "mi308" ], "sources": [ { "url": "https://www.cnbc.com/2023/08/02/amd-considers-specific-china-ai-chip-to-comply-with-us-export-curbs.html", "outlet": "CNBC", "published": "2023-08-02", "quote": "Lisa Su, CEO of AMD, said on an earnings call late Tuesday that China is an \"important\" market and that the semiconductor giant wants to be fully compliant with U.S. export controls." } ] }, { "timeline": "amd-instinct-ai-gpus", "id": 101, "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n101", "date": "2023-06-13", "date_precision": "day", "title": "AMD unveils the Instinct MI300X with 192 GB of HBM3, sampling in Q3", "summary": "At its Data Center and AI Technology Premiere AMD introduced the MI300X, a GPU-only version of the MI300\nfamily built on the CDNA 3 architecture with up to 192 GB of HBM3 memory, aimed at large language model\ntraining and inference, and said it would sample to key customers from the third quarter.", "type": "announcement", "entities": [ "AMD", "Lisa Su", "Instinct MI300X" ], "parties": [ "amd", "lisa-su", "instinct-mi300x" ], "sources": [ { "url": "https://ir.amd.com/news-events/press-releases/detail/1136/amd-expands-leadership-data-center-portfolio-with-new-epyc-cpus-and-shares-details-on-next-generation-amd-instinct-accelerator-and-software-enablement-for-generative-ai", "outlet": "AMD Investor Relations", "published": "2023-06-13", "quote": "The MI300X is sampling to key customers starting in Q3." } ] } ], "often_with": [ { "id": "nvidia", "name": "Nvidia", "url": "https://whatledto.com/who/nvidia", "json": "https://whatledto.com/who/nvidia.json", "shared_timelines": 3 }, { "id": "amd", "name": "AMD", "url": "https://whatledto.com/who/amd", "json": "https://whatledto.com/who/amd.json", "shared_timelines": 3 }, { "id": "intel", "name": "Intel", "url": "https://whatledto.com/who/intel", "json": "https://whatledto.com/who/intel.json", "shared_timelines": 2 }, { "id": "us-department-of-commerce", "name": "U.S. Department of Commerce", "url": "https://whatledto.com/who/us-department-of-commerce", "json": "https://whatledto.com/who/us-department-of-commerce.json", "shared_timelines": 2 }, { "id": "sk-hynix", "name": "SK hynix", "url": "https://whatledto.com/who/sk-hynix", "json": "https://whatledto.com/who/sk-hynix.json", "shared_timelines": 1 }, { "id": "reuters", "name": "Reuters", "url": "https://whatledto.com/who/reuters", "json": "https://whatledto.com/who/reuters.json", "shared_timelines": 1 }, { "id": "micron", "name": "Micron", "url": "https://whatledto.com/who/micron", "json": "https://whatledto.com/who/micron.json", "shared_timelines": 1 }, { "id": "samsung", "name": "Samsung", "url": "https://whatledto.com/who/samsung", "json": "https://whatledto.com/who/samsung.json", "shared_timelines": 1 } ], "license": { "holder": "What Led To", "terms": "https://whatledto.com/methodology#reuse", "summary": "Quote entries with attribution and a link to the entry; do not republish whole timelines or train models on the text." } }