AMD CEO Lisa Su Live on TBPN | Oliver Cameron, Mohammad Norouzi, Anjney Midha, Lisa Su

**John Coogan** (0:00)
You're watching TBPN. Today is Thursday, July 23rd, 2026 Jordi is wearing a bandana. What corporate logo is on that bandana, Jordi?

**Jordi Hays** (0:10)
TBPN collab here.

**John Coogan** (0:12)
With AMD Advanced Micro Devices. Yeah, beautiful. Thank you to the team for hosting us. Thank you to the AMD team for having us here at AMD Advancing AI.
We're on the road at SF today. We have a bunch of great guests for you. Lisa Su is joining in about 90 minutes. But let's take you through a little bit of the news of what AMD is announcing, what's happening today. So Lisa, of course, will be joining us at 1:30 p.m. We have Oliver Cameron from Odyssey, Mohammad from Ideogram and Anjney from AMP coming back to the show for round two.
Round two or round three? We've probably talked to him a few times. It might be the third time. Advancing AI is AMD's biggest AI event of the year where it reveals new chips, software partnerships and how it plans to compete with NVIDIA according to Jackson Fordyce in the TBPN newsletter.

**Jordi Hays** (0:59)
Fun fact, we just found this out this morning. AMD is actually powering the new mod Retro.

**John Coogan** (1:04)
The mod Retro M64.

**Jordi Hays** (1:05)
Very cool.

**John Coogan** (1:06)
It's very, yeah, very, very cool.

**Jordi Hays** (1:07)
A crossover, Palmer, Lisa.

**John Coogan** (1:09)
Yeah, so we're going to be spending all 30 minutes of our time with Lisa Su on gaming, specifically.

**SPEAKER_3** (1:14)
Exactly. How is, how are they going to bring? And suits. And suits. Yes, suits.

**Seth Cohen** (1:18)
Wear a fantastic suit collection.

**Jordi Hays** (1:19)
She's got a fantastic suit on today.

**John Coogan** (1:21)
So the three key stories that people are focused on out of AMD Advancing AI are AMD unveils Helios, the new rack scale AI system powered by the MI450 accelerator. We'll talk to Lisa about that. Also, a new partnership with the Frontier Lab, AMD and Anthropic are partnering to deploy up to two gigawatts of AMD Instinct MI450s.
A $5 billion deal and a whole bunch of collaboration across compute and the software stack. The big question around the software ecosystem, around AMD is always a hot topic. I'm sure there's a ton of developments there.

**Jordi Hays** (2:02)
On stage, just a little bit ago, they were talking about how Anthropic's own models are effectively speeding up their ability to ramp up new hardware, which is something that has been talked about for years now, some questions around the Cuda mode. If you assume that making great software will just get easier and easier, that's been a big question and they're starting to see real movement there.

**John Coogan** (2:29)
But also a lot of that speed up requires actual deep partnership like this, because there are some close source packages that you might need to work on. This is the old George Hott's interaction, talking about little bugs that he was frustrated with, wound up working with AMD developer team, who we've talked to on the team on the show.
Fantastic outcome there, but interesting to see that flywheel just get tighter and tighter and tighter, and I expect it will. Also AMD is expanding its partnership with Cerebris, teaming up on AI inference.
We love the team over at Cerebris. They introduced a powerful disaggregated inference solution, pairing the right engine to each phase of the inference pipeline. This is what Agentic AI has been waiting for, the fastest production inference at massive scale. So excited to talk about that as well. But our first guest is here, Oliver Cameron from Odyssey. I have a whole bunch of fun backstory. You can come on down.

**Lisa Su** (3:25)
Here he is.

**John Coogan** (3:26)
I first met Oliver almost five years ago. You were working at Cruise doing easy stuff, self-driving cars, and you took a ton of time to talk to me and walk me through exactly how you were thinking about self-driving. You explained a lot of different stuff to me about what's being done in machine learning, what's being done with C++. Very excited to have you back on the show. How are things going?

**Oliver Cameron** (3:49)
Things are going great. Thank you so much for having me.

**SPEAKER_3** (3:51)
Yes. Great to have you.

**John Coogan** (3:52)
Congratulations on the massive progress. Last round was what, 300 something billion, a million? A million raised. It's going to be billion next week.

**SPEAKER_3** (4:00)
A million billion.

**John Coogan** (4:01)
Yeah.

**Oliver Cameron** (4:01)
310 million.

**SPEAKER_3** (4:02)
310 million.

**John Coogan** (4:03)
Fantastic.
Where is the product right now? How are you describing how much is in the research phase? How much are you ready to deploy this with early adopters? How are you thinking about that?