AMD Bets on AI, Su Zhi Feng and Huang Ren Xin's Peak Battle

21st Century Business reporter Kong Haili reports from Beijing.

The global AI computing power competition has intensified, and the semiconductor industry is staging an epic battle.

Three days before Nvidia CEO Jensen Huang's "preaching", "AI semiconductor queen" Lisa Su made the first move in Beijing, revealing that AMD embraced and supported DeepSeek at the very beginning, and its engineers are focusing on the continuous optimization of DeepSeek.

AMD is betting big on AI in China, and its engineers directly showed off their muscle on the spot, deploying the DeepSeek large model on a thin and light notebook in 6 seconds with the AI Max+ 395 processor, generating 12 tokens per second.

While Huang was suffering from the stock price crash caused by DeepSeek, Su's 4,000-engineer team was busy in Beijing, Shanghai and other five AI bases, and it has formed an "AI application innovation alliance" with more than 100 allies including Bai Chuan Intelligent, Founder, DingTalk, etc., aiming to integrate AI into every AI PC terminal.

Su and Huang, the two chip industry bigwigs born in Taiwan, are deploying their chip empires with completely different scripts. Huang relies on the CUDA software ecosystem to be worshipped, and AMD is catching up in hardware. Su opens up more possibilities with open-source software, ecosystem alliance and scenario innovation.

This ultimate competition may not have a quick victory, but in the deep waters of AI chips, the winner takes all. China is an indispensable main stage in this century-long battle.