AMD’s Lisa Su says largest customers are already talking MI500 and MI600

AMD is in active discussions with top clients about Instinct GPUs that are still years from shipping, as hyperscalers plan AI infrastructure far ahead AMD CEO Lisa Su says the company’s biggest customers are already asking about chips that won’t exist for years. According to Su, AMD is in active talks with its largest clients about the MI500, the MI600 and products beyond them. “We’re in very active dialogs with our largest customers on MI500 and MI600 and beyond.” – Lisa Su, CEO, AMD What AMD is actually selling The near-term piece is the MI400 series, built on the CDNA 5 architecture. AMD’s roadmap has it shipping in volume by 2026. Next up is the MI500 series, scheduled for a 2027 launch. It is built on CDNA 6 architecture, uses an advanced 2nm manufacturing process, and pairs with HBM4E memory. The MI500’s stated ambition is large. AMD is targeting more than 2,000× higher inference throughput than the MI300X within four years. After the MI500 comes the MI600 series, which is expected in 2028. Su’s comments suggest customers are already factoring that generation into their planning too. Helios and the rack-scale pitch The company plans annual releases of new Helios rack-scale AI...