Chipmaker Advanced Micro Devices Inc. (NASDAQ:AMD) is doubling down on its AI ambitions, with CEO Lisa Su highlighting multiple tailwinds supporting the company’s long-term vision and seeing a clear path to scaling the segment to “tens of billions of dollars in annual revenue.”

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Highest Performance AI System In The World

During the company’s second-quarter earnings call on Tuesday, Su outlined the chipmaker’s roadmap to transform itself into a full-stack AI infrastructure player.

Central to that vision are the company’s upcoming MI400 series GPUs and its new Helios rack-scale system, which she described as purpose-built for the “most demanding AI workloads.”

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“These are the most advanced GPUs we have ever …

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