$AMD Dr. Lisa Su at OCP San Jose, CA Oct 2026 Full✅ Building the Next Era of AI Infrastructure (0:00 - 3:05): Dr. Su introduces @AMD 's commitment to OCP (Open Compute Project) and emphasizes that solving the world's most difficult computing challenges requires intense industry collaboration. She highlights that openness is a core foundational principle of AMD's technology roadmap. AI Market Transformation (3:05 - 6:12): Dr. Su explains how computing now equates to intelligence, fueling growth across all industries. She notes that inference has overtaken training as a market driver, specifically fueled by a 14x growth in agentic workloads this year (2026). Infrastructure Growth and Strategy (6:12 - 9:02): AMD identifies massive growth in the Data Center AI accelerator TAM (Total Address
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