AMD CEO Lisa Su says the global demand for artificial intelligence compute is accelerating, driven by a rapid expansion in how many people are actively using AI.
In a new Bloomberg interview, Lisa Su says the industry is seeing a clear inflection point in adoption that is reshaping infrastructure needs.
“One of the things that we’re so clear about is that the demand for AI compute is just continuing to increase.”
She points to the pace of capability gains over the last several years as the foundation for that surge.
“And we have seen that over the last five years when you think about just how much new capabilities that have come on board.”
According to Su, usage has now crossed into mass market territory.
“We’ve now seen a real inflection in the number of people who are using AI. So if you think today, there are probably more than a billion active users using AI, and we expect that to scale to over five billion users over the next five years.”
That growth, she says, translates directly into demand for hardware.
“So for all of that, you need compute, and lots and lots of compute.”
Su describes the current moment as only the beginning of a much larger wave.
“You ain’t seen nothing yet. That’s really how I feel. I mean, we’re sitting here in January, and it’s just amazing how much progress is made every week and every month when we see how these models are developing, when we see how the use cases are developing. And then when we see the tangible results on businesses and outcomes. I believe that we saw a good amount of that come to fruition in 2025. We’re gonna see much more of that in 2026.”
Su pushes back on the idea that AI adoption is driven mainly by hype or investor narratives.
“So that everyone should understand that AI is not just hype out there, it’s not just sort of things that people are talking about in the investment community. It’s things that people are using every day, real-time, and feeling like, hey, my life is better because I have this technology. And I think we’re gonna see that in 2026.”
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