Advanced Micro Devices IFA Opening Keynote

Good morning, IFA. I am so happy to see so many friends and partners in this wonderful city in Berlin. That was just the beginning. Now let me show you what comes next. For decades, we have made computers faster, smaller, more powerful. We put computing on our desk and then in our pockets, and now we are putting intelligence everywhere. Something bigger is happening. For the first time, we are not asking computers to do more. We are giving them an ability to understand what we are doing, what we are trying to accomplish, what matters to us, and ultimately, to work with us. That changes everything. At AMD, we build a compute behind that possibility. From the smallest device to the world's largest supercomputers, we have always taken the hardest problems in computing, and we always believe something simple: Technology matters most when it puts more capability in people's hands.

Today, I want to show you what happens when that capability becomes personal. Some ambitions take us beyond Earth. Our technology helped power Artemis II, including critical systems inside the Orion spacecraft that carried astronauts around the Moon for the first time in more than 50 years. Think about that. Humanity going further than it has gone in generations. Others reaching the most personal moments of our lives. Our technology powers Intuitive robotic-assisted surgery systems, giving doctors greater control through less invasive procedures. Imagine trying to move your hand just 1 millimeter. Intuitive can translate 3-millimeter movement into 1 while filtering out natural hand tremor. 3 millimeters becomes 1. In the operating room, that precision can change what is possible, and some are as big as the planet itself.

In Finland, LUMI puts the power of roughly 1.5 million laptops in the hand of researchers studying our climate and using AI to detect cancer earlier. It runs on renewable energy, and even the heat it generates is captured to warm hundreds of homes nearby. From the edge of space to the operating room to the future of our planet, AMD technology powers all of it. These are extraordinary challenges, but the same technology helping us explore further, heal better, and understand our world is also woven into the moments that shape our everyday lives because computing does not just change what machines can do, it changes what people can do.

Every time you open your favorite social media app to catch up with friends, discover something new or simply share a moment, AMD EPYC powers the platforms behind the experience. Every day our technology helps connect billions of people around the world. We also power the consoles and handhelds where billions of people around the world come to play, to explore and discover new worlds. You saw a glimpse at that in the opening film of one of my favorite games, Marvel's Spider-Man 2, on the PlayStation 5 Pro. That's what powerful compute can do. It's not just the silicon. Our software helps developers push their imagination further, creating worlds that were once impossible to build because technology should never limit imagination. It should expand it. When you press play on a story you love, AMD EPYC and Threadripper power that technology that brings that experience to your screen.

We're behind more of the moments that shape your day than you might even realize. I spent almost 3 decades in this industry. I've watched computing transform our lives in ways I never could have imagined. We made processors faster. We made devices smaller. We put computing into people's hands. I feel incredibly lucky to have been part of that journey. I've never seen anything like what's happening right now, because this feels completely different. For the first time, we're not just making computers more powerful, we're giving them intelligence; intelligence that understands us, what we're doing, what we're trying to accomplish, what matters to us. The computer stops waiting for you to tell it what to do. It starts working with you.

We're only beginning to understand what this could mean. What happens when the most powerful tool we ever created starts working with us? AI is the new electricity. A century ago, electricity changed the world by making power available everywhere. It transformed how we worked, how we lived, how we moved. Eventually, we stopped thinking about electricity. We simply expected it to be there. AI is heading in the same direction. If electricity gave the world power, AI gives it intelligence. Just as electricity became woven to everyday life, intelligence will become woven into the tools we use every single day. When intelligent becomes that fundamental, it changes what all of us can do. We're already seeing it. AI is moving into every part of our lives.

It's helping scientists discover new medicines, helping doctors see what they couldn't see before, helping creators bring their ideas to life, helping all this do things that once seemed impossible. This isn't the distant future. It's happening right now. We're only beginning to see what's possible. When you give people more powerful tools, you don't just change what they can do, you change what they believe is possible. This is what AI is beginning to do, is rewriting the limits of what's possible. If you want to create, it could turn imagination into something real. If you want to learn, it can meet you where you are and help you go further. If you want to solve, it can help you see what you couldn't see before. Every generation leaves the next with a powerful set of tools.

The PC put computing in the hands of millions. The internet put the world's knowledge at our fingertips. The smartphone put computing in our pockets. And now AI is giving computing intelligence. It's no longer what can computers do? It's what can we do with them? AI doesn't just expand what computers can do, it expands what we can do. Now imagine one entrepreneur with one idea. In the past, turning that idea into a company meant assembling a very large team across design, engineering, research, marketing, and sales. Sometimes hundreds of people, even thousands, just to turn an idea into reality. AI changes that equation. One person can now orchestrate a digital team at a scale that was once reserved for the largest companies. This isn't about replacing people, it's about expanding who gets to build.

Because somewhere right now, there's someone with an idea that never made it past the first conversation. They didn't have the team. They didn't have the money. Didn't have the resources. Now, they have a new kind of leverage. Their imagination can go further. Their ambition can go faster. AI doesn't diminish human ambition, it gives ambition leverage. This is why I believe we're entering a new golden age of opportunity. AI can reduce the distance between an idea and a result. It can expand who can learn, build, create. The next great company may begin with one person, one computer, and one idea ambitious enough to change the world. Look at how quickly we got here. AI is advancing at a pace we have rarely seen in human history. Just a few years ago, AI became conversational.

Millions of people could simply talk to a model and get an answer. Just one year later, AI learned to see, hear, understand the world in ways that felt much closer to how we experience the world. Then AI learned to reason. It could break down complex problems, connect the dots, and work its way towards an answer. For the first time, it began to feel less like a tool retrieving information, and more like a partner helping to solve the problem. Then, in 2025, AI became agentic. It stopped being assistant simply answers, become assist that can act. An agent can plan, use tools, check its work, and keep going. That changed the scale of what one person can direct. That complete changes the multiplier. One agent can help one person do more. A team of agents can work in parallel.

One can research, one can write, one can code, another can test. The multiply keeps growing. Give them more skills, more tools, more capabilities, and the work just compounds. AI is no longer just making one task faster. It's multiplying what one person can accomplish. It gives ambition a whole new level of leverage. That new lever comes with a cost. Every productivity multiplier comes with a compute multiplier. More agent means more reasoning, more context, more models, more actions. All of it requires more compute, and hence, more tokens. The more useful AI becomes, the more compute it demands behind the scenes. That is why Agentic AI is accelerating token consumption at an astonishing pace. We are moving from short interactions to AI systems that can think, act, and keep working. Think about a standard chat with ChatGPT that we use every day.

You ask a question, it gives you an answer. That exchange might use a few hundred to a few thousand tokens, then it stops. That is the model most of us know today. An autonomous agent is very different. Now imagine an autonomous agent. You say, "Plan a family vacation to Italy." It checks your Google calendar, finds flights that work for everyone, finds the right hotel, builds a plan around what your family loves. Then you say, "Let's spend 2 more days in Rome." It changes the flight, adjusts the hotel, and keeps going till the trip is ready. That's a completely different kind of workload. Instead of a few thousand tokens, hundreds of thousands, millions. Now imagine all that happening all day. A single user can consume millions of tokens a day. Now imagine that across millions of users. That's an entirely different scale of computing.

It won't be the same for everyone. For a consumer, AI might manage your travel, your shopping, your schedule, your messages, your everyday life. Millions of tokens a day. For a creator, it might research, create, edit, and produce tens of millions. For an entrepreneur developer, you might code, test, analyze, research, and keep working around the clock 50 million tokens or more. This is the new scale of AI, and we can already see that curve. In just 1 year, monthly AI token processing jumped from about 0.7 quadrillion to 1.7 quadrillion. But that was before agents. Once AI starts working continuously, the curve changes dramatically. By 2030, estimates reach 120 quadrillion AI tokens processed every single month. To compare that future demand with compute we have today, the gap is enormous.