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[OCP in Focus] Lisa Su Calls 2026 “Year of Inference” as AMD Lifts 2030 CPU TAM Forecast to $200B+

What happened

AMD began shipping Helios production in September 2026, with the first systems installed at leading customers including OpenAI, Meta, Microsoft, Oracle, and Anthropic. The source does not state the cause.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

Helios

AMD

Source and time

Source: TrendForce · 10/12/2026 · View original source

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[OCP in Focus] Lisa Su Calls 2026 “Year of Inference” as AMD Lifts 2030 CPU TAM Forecast to $200B+

What happened

Impact and signal

Affected components and suppliers

Source and time

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