CEO Lisa Su confirmed that EPYC «Venice» server processors based on the Zen 6 architecture and 2nm process technology are already being tested and show a clear advantage over the current Turin (Zen 5) line.
The first cloud partners have already launched platforms on Venice, which indicates the proximity of the final version before the wide premiere. The new EPYC will provide increased performance, energy efficiency and computing density, key indicators for data centers and the growing demand for AI. At the same time, AMD is preparing Instinct MI400 accelerators for release in 2026. The MI400 series will offer up to 40 PFLOPs of power, HBM4 with a bandwidth of 19.6 TB/s and will become the basis of the Helios platform for AI. This is AMD's response to the new generation of NVIDIA Rubin GPUs.
It is important to note that Venice and MI400 are not entering the market in a vacuum, and AMD has already signed major contracts with Oracle, the US Department of Energy and OpenAI, which plan to use tens of thousands of Instinct accelerators. The company intends to actively compete with NVIDIA and secure strategic contracts for years to come.
In the consumer market, Ryzen 9000 shows record sales in desktops. An update of models with 3D V-Cache is expected by CES 2026, the Zen 6 generation for PCs will be released in the second half of 2026. The gaming segment also grew by 181%, thanks to seasonal orders of SoCs for PlayStation and Xbox, and the new Radeon RX 9000 (RDNA 4) will stabilize prices closer to the recommended ones. Support for FSR 4 is also growing — the number of games with the technology has doubled in recent months.
The full presentation of AMD's plans will take place on November 11 at Financial Analyst Day 2025, and 2026 promises to be a year of the company's largest technological breakthrough — both in AI and in processors for data centers and PCs.