At CES 2026 in Las Vegas, CEO Dr. Lisa Su opened the company’s keynote with a rallying theme—“you ain’t seen nothing yet”—emphasizing that AMD’s AI journey is only beginning. Su highlighted AMD’s commitment to embedded and high-performance computing across data centers, PCs and edge devices. She previewed collaborations with leading cloud providers and OEMs to integrate AMD’s upcoming AI accelerators into next-generation servers and client systems, setting the stage for a ramp of hardware offerings throughout 2026.

During the presentation, AMD detailed its recent data center performance: revenue in the quarter ending September rose 22% year-over-year, driven largely by the Instinct MI350 GPU series, which delivers advanced inference capabilities for large-scale AI workloads. The company also showcased its new Ryzen Embedded P100 processor, touting a 35% performance boost over prior generations and the ability to handle up to 50 trillion operations per second. These gains position AMD to capture additional share in cloud, telecom and industrial AI applications.

Building on its Q3 success, AMD reiterated a multi-year growth strategy unveiled last November, aiming for 35% average annual revenue growth and targeting an 80% annual expansion of its AI business segment. The company plans to introduce a pipeline of Genoa- and Bergamo-based EPYC processors and next-gen Radeon and Instinct GPUs through the first half of 2026, aligning product launches with projected AI infrastructure spending that industry forecasts place in the high-hundreds of billions over the next two years.

Despite the bullish outlook, AMD shares dipped nearly 3% on the trading day following the CES keynote. Analysts attributed the pullback to profit-taking after the stock’s 77% advance in 2025 and broader sector rotation. However, most semiconductor specialists remain constructive on AMD’s long-term growth prospects, citing sustained demand for its data center GPUs and renewed momentum in the PC CPU market as key drivers for shareholder value.