We're live at AMD Advancing AI

Happy Thursday.

We’re live on YouTube and 𝕏.

The current thing in tech and business is Google’s new AI study.

Today’s Lineup

Odyssey Co-Founder & CEO Oliver Cameron at 12:20 PM

Ideogram Founder & CEO Mohammad Norouzi at 12:30 PM

AMP PBC Founder Anjney Midha at 12:40 PM

AMD Chair & CEO Lisa Su at 1:30 PM

Run of Show

AMD Advancing AI

We’re on the road in SF today at AMD Advancing AI. CEO Lisa Su will join us at 1:30p PT to discuss her keynote and the shape of the business.

Advancing AI is AMD’s biggest AI event of the year, where it reveals new chips, software, partnerships, and how it plans to compete with NVIDIA.

Here are some of the announcements made at the conference from the company:

AMD unveils Helios, its new rack-scale AI system powered by the MI450 accelerator

AMD & Anthropic partner to deploy up to 2gw of AMD Instinct MI450 Series GPUs

@AnthropicAI are expanding our strategic partnership to accelerate the development and deployment of next-gen AI infrastructure. Tune in at 9:30am PT tomorrow to hear from Dr. @LisaSu from the #AdvancingAI keynote stage!\n \n✅ Up to 2 GW of ","username":"AMD","name":"AMD","profile_image_url":"https://pbs.substack.com/profile_images/1534988679076368384/In8IVKDB_normal.png","date":"2026-07-22T13:10:17.000Z","photos":[{"img_url":"https://substackcdn.com/image/fetch/$s_!X4Zb!,w_1028,c_limit,f_auto,q_auto:best,fl_progressive:steep/l_play_button_usfui2,w_88,e_colorize:0/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F__ss-rehost__tw-video-preview-13_2079916881088000000.jpg","link_url":"https://t.co/HW2E1mSecN"}],"quoted_tweet":{},"reply_count":41,"retweet_count":188,"like_count":1189,"impression_count":170368,"expanded_url":null,"video_url":"https://video.twimg.com/amplify_video/2079916881088000000/vid/avc1/720x900/-3DYIi-aj5eeyMMt.mp4?tag=14","video_preview_media_key":"13_2079916881088000000","belowTheFold":true}" data-component-name="Twitter2ToDOM">

AMD expands its partnership with Cerebras…