Mark Papermaster
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- RAISE Summit20 min
AI Compute: Rebuilt for the Agentic Era | Mark Papermaster, AMD | RAISE Summit 2026
Mark Papermaster, Karim Jalbout
Driven by a surge in AI adoption that propelled its market capitalization from $200 billion to nearly $1 trillion, AMD is targeting server CPU market leadership through a holistic system design philosophy that includes the upcoming 72-node "Helios" rack and two-nanometer "Venice" processors. The company has transitioned from component manufacturing to integrated rack-level solutions by acquiring ZT Systems and deploying open-standard AI stacks across major European supercomputers to address data sovereignty and energy efficiency demands. Underpinning this growth is a scrappy corporate culture focused on customer collaboration, which has enabled a strategic shift toward agentic AI workflows and expanded training for its 33,000-person workforce to align with enterprise needs.
AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI
Max Cook, Matan Grinberg, Pim de Witte, Philip Johnston, Mark Papermaster, Rodrigo Liang, Ramin Hasani, Robin Rombach, Chris Madden, Henri Delahaye, Molly, Philippe, Thomas
At the RAISE Summit, industry leaders like Max Cook and Matan outlined a decisive shift toward agentic AI ecosystems that replace traditional interfaces with natural language and naturalize the routing between frontier and open-source models based on latency and cost. Concurrently, hardware giants such as SambaNova and StarCloud announced billion-dollar investments and space-based compute strategies to overcome power constraints and enable efficient inference on edge devices. This convergence of sovereign AI initiatives, supply chain scaling, and automated software engineering marks a global transition where enterprises treat AI as a deployed product rather than a research tool.