The DAOTHE DAO

EP. 177 · 23.07.2025 · 42:55

INSIDE THE AI COMPUTE BUILD-OUT

with Lisa Su

AI InfrastructureInstinctData CentersEnergyAMD42:55

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EPISODE BRIEF — EP. 177 · INSIDE THE AI COMPUTE BUILD-OUT
Guest: Lisa Su · Published: 23.07.2025 · Duration: 42:55

【OVERVIEW】
A working conversation on the physical layer of AI: accelerator roadmaps, rack-scale systems, power budgets, and how quickly customers can absorb each new generation of silicon.

【KEY TAKEAWAYS】
1. The MI accelerator roadmap
2. Rack-scale system design
3. Power as the real constraint
4. Inference and the shifting workload mix

【CHAPTERS】
00:00 — The MI accelerator roadmap
12:00 — Rack-scale system design
26:00 — Power as the real constraint
36:00 — Inference and the shifting workload mix

【TOPICS】AI Infrastructure · Instinct · Data Centers · Energy · AMD

【WATCH】https://thedaopod.com/episodes/ep-177-lisa-su-inside-the-ai-compute-buildout

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ABOUT THIS EPISODE

THE CONVERSATION

A working conversation on the physical layer of AI: accelerator roadmaps, rack-scale systems, power budgets, and how quickly customers can absorb each new generation of silicon.

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INSIDE THE AI COMPUTE BUILD-OUT

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EP. 177 · INSIDE THE AI COMPUTE BUILD-OUT

A working conversation on the physical layer of AI: accelerator roadmaps, rack-scale systems, power budgets, and how quickly customers can absorb each new generation of silicon.

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CHAPTERS

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GUESTS

ON THE ROUNDTABLE

L
LISA SU

Chair & CEO, AMD

Drives AMD's Instinct accelerator and rack-scale AI systems strategy for hyperscale customers.

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0:00 · The MI accelerator roadmap

Key Moments

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