AMD CEO Lisa Su Posts About Showcasing Latest Progress on 'AI Everywhere' at Shanghai AMD DevDay Event
AMD CEO Lisa Su posted that she met with customers, partners, developers, and the AMD team this week in Beijing, Shanghai, and Suzhou, China.
She felt strong energy at the Shanghai AMD DevDay event, highlighting the company's latest progress in advancing 'AI Everywhere'.
Source: Public Information
ABAB AI Insight
Lisa Su has been driving the transition from traditional CPUs to AI accelerators since becoming AMD CEO in 2014. This trip to China continues the trend of executive visits since 2025, having previously deepened collaborations with several Chinese cloud providers and local AI labs to expand the deployment of the MI series GPUs and Instinct platform.
On the capital front, AMD is shifting sales and joint development resources in China towards local AI training and inference deployment, motivated by the need to seize the window for AI infrastructure development in China, reduce reliance on the single U.S. market, and accelerate developer ecosystem building through events like DevDay to obtain local training data and feedback loops for the next generation of AI hardware.
Similar to Nvidia's Jensen Huang and Intel's Pat Gelsinger, who have made multiple trips to China, the current AI hardware industry is undergoing a localized acceleration transformation under the bifurcation of the U.S.-China supply chain. Early movers with strong adaptability are seizing shares of China's AI computing power through direct executive engagement.
Essentially, this is a restructuring of the industry chain: deepening the Chinese market will shift pricing power from U.S.-dominated to a dual-driven model between the U.S. and China, as the explosive demand for AI in China requires cost-effective localized solutions. AMD is forming regional closed loops by binding with partners through DevDay, balancing geopolitical risks while expanding global AI Everywhere coverage.
ABAB News · Cognitive Law
Only by going to the front-line market can the CEO truly understand where the real growth of AI Everywhere lies.
No matter how high the technical barriers, local energy and the developer ecosystem are the accelerators for implementation.
Wherever optimistic executors go, capital and partners will follow.