Bloomberg Tech at CES

2026-01-06 · Source: Bloomberg Tech · Field: Technology & Digital — Artificial Intelligence & Machine Learning, Robotics & Autonomous Systems, Gaming & Interactive Media · Depth: Fundamental Awareness, extended

Summary

AMD CEO Lisa Su, Lucid Interim CEO Marc Winterhoff, and Razer CEO Min Liang Tan discussed their companies' latest innovations and market outlooks at CES in Las Vegas. AMD unveiled the MI455, a 2-nanometer chip for corporate data centers, and the MI440 for enterprise applications, projecting a 100x increase in compute demand over the next five years. Lucid announced a robotaxi partnership with Nuro and Uber, aiming for paid service by year-end, and plans for L3 and L4 autonomous driving for B2C customers by 2028 and 2029, respectively. Razer introduced Project Motoko, AI-enabled headphones with dual 4K cameras and far-field mics, and is investing $600 million in AI R&D to enhance gaming experiences and developer tools. All three executives addressed supply chain challenges and market dynamics, with AMD and Nvidia also navigating U.S. export controls to China.

Key takeaway

For CTOs and VPs of Engineering evaluating future infrastructure investments, AMD's new MI455 and MI440 chips signal a significant leap in AI compute capability, essential for scaling to meet projected 100x demand increases. You should prioritize solutions that offer both high performance and an open ecosystem, while also considering the implications of evolving supply chain dynamics and export controls on global deployment strategies. Prepare for a future where AI integration is pervasive across all business processes and consumer devices.

Key insights

AI compute demand is rapidly accelerating across cloud, enterprise, and consumer sectors, driving innovation in chip design and autonomous systems.

Principles

• Open ecosystems and deep partnerships are crucial for AI compute expansion.
• AI will augment, not replace, human creativity and productivity.
• Localization of supply chains mitigates tariff impacts and improves resilience.

Method

AMD's strategy involves developing a family of chips (MI455 for cloud, MI440 for enterprise) using advanced 2-nanometer and 3-nanometer processes, coupled with hardware-software co-design to optimize full system deployment.

In practice

• Consider on-prem or private cloud AI deployments for sensitive data.
• Explore AI-enabled wearables for real-time translation and assistance.
• Utilize AI tools to shorten QA cycles and reduce game development costs.

Topics

• AI Accelerators
• Data Center AI
• Autonomous Vehicles
• AI Gaming
• AI Wearables

Best for: CTO, VP of Engineering/Data, Entrepreneur, Director of AI/ML, Tech Journalist, Investor

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Editorial summary, takeaway, and curation by AIssential. Original article published by Bloomberg Tech.