AMD CEO Lisa Su Quietly Teases an AI Chip 'nas' That Could Dethrone NVIDIA by 2026
In a closed-door investor meeting last week, AMD CEO Lisa Su revealed a roadmap pivot that has Silicon Valley buzzing: a next-generation AI accelerator codenamed 'nas' is slated to target 5x the memory bandwidth of NVIDIA's H100. The move directly attacks the memory bottleneck crippling large language model training. While NVIDIA commands 80% of the AI chip market, AMD's 'nas' architecture leverages a chiplet design to slash costs by 40% per teraflop. This isn't a press release; it's a quiet declaration of war. If 'nas' ships on time, enterprise data centers could cut AI inferencing costs in half—a seismic shift for CEO margin strategies. The clock is ticking.