Lisa Su gives a speech in Shanghai: Predicts 5 billion people will use AI daily within 5 years, Chinese developers are indispensable

AMD chip giant CEO Lisa Su has been intensively sending positive signals this week in both Beijing and Shanghai.

On May 19, Lisa Su delivered the keynote speech at the AMD AI Developer Day held in Shanghai. She pointed out that China possesses "the world's most dynamic AI ecosystem" and affirmed the importance and innovative capability of Chinese developers. Su predicted that the number of global AI users will increase from 1 billion to 5 billion in the next five years (before 2030). She believes that in the future, AI will be everywhere. With the arrival of the AI agent era, the importance of CPUs is rising, and more and more people will be able to use AI technologies.

According to Xinhua News Agency, on the afternoon of May 18 in Beijing, Lisa Su said she felt deeply honored to visit China this time and that the Chinese market is extremely important. In her conversation with Ren Hongbin, president of the China Council for the Promotion of International Trade, Su said computing power has become key to AMD's business, and she is very fortunate to maintain stable and strong partnerships with major Chinese collaborators in this field. "I always look forward to deepening cooperation and expanding into more fields."

In the new stage of accelerated AI adoption, AMD is striving to embed itself deeper within China’s globally vibrant AI ecosystem through local collaboration.

Cultivating China for Thirty Years, R&D Layout Covers Full Technology Stack

In her speech in Shanghai, Su emphasized AMD’s foundational long-term strategy in China. She stated that AMD has been deeply cultivating China for over thirty years, and China is indeed an important part of the company’s development roadmap, covering chips, AI software, engineering platforms, and many other fields.

In terms of R&D investment, Su revealed that AMD’s Greater China main R&D centers currently have over 4,000 engineers, with the Shanghai R&D center being one of AMD’s largest globally.

She stressed that AMD’s investments are not only limited to R&D itself but "truly cover every layer of the entire technology stack, including silicon, software, and systems," aiming to engage with "some of the world’s leading AI professionals."

When discussing the Chinese market, Su used positive language. She pointed out in her speech, “The most exciting thing about China’s ecosystem is that it’s a place that truly understands open innovation—a very special sample.”

AI User Scale Will Increase to 5 Billion, AI Agents Drive Rising CPU Demand

Su made specific projections regarding the pace of AI adoption in her speech. She stated that currently over 1 billion people worldwide use AI daily, and this number is expected to grow to 5 billion in the next five years (by 2030)—AI will be 'everywhere' in the future.

She also noted that in the past five months alone, the AI sector has made major progress, especially in AI agents. With the arrival of AI agents, the strategic importance of CPUs is also rising day by day. AMD states it will focus on accelerating AI momentum this year.

After her speech, Lisa Su had a discussion with Kai-Fu Lee, founder and CEO of Zero One Technology and chairman of Innovation Works, about the "new paradigm of AI agents." Kai-Fu Lee expressed that this new paradigm, driven by AI agents, marks the industry's entry into a new stage of autonomous execution and represents the greatest opportunity for industrial and enterprise transformation in AI right now.

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