AMD AI Event Draws Meta, AT&T as Partners

Advanced Micro Devices kicked off its Advancing AI 2026 conference in San Francisco on Wednesday, with CEO Lisa Su welcoming a crowd of developers, customers and partners. The event, now in its third year, is AMD's flagship showcase for its AI hardware and software roadmap.

“This is my absolute favorite event of the year,” Su said from the stage. “It's where we bring the entire AI ecosystem together to show what we've been building and where we're going next.”

The attendee list included representatives from Meta Platforms, AT&T, Cisco Systems, and Cerebras Systems, among others. That breadth points to the company's push beyond cloud data centers and into enterprise and edge AI deployments. Meta's Santosh Janardhan and AT&T's Jeremy Legg were listed as presenters, marking two of the largest potential customers for AMD's Instinct accelerators and ROCm software stack.

AMD has been working to close the gap with NVIDIA in AI training and inference. The company's MI400 series, expected to ramp later this year, is aimed at winning workloads that currently run on NVIDIA's H100 and B200. The presence of a hyperscaler like Meta and a telecom giant like AT&T suggests AMD's message on open-source software and total cost of ownership is resonating with buyers looking to diversify their AI infrastructure.

AMD's own Alpha Score sits at 53 out of 100, a Mixed rating. Meta, which trades at $595.20 after a 1.8% decline Wednesday, carries a Moderate score of 59. AT&T, also rated Moderate at 57, is another name with exposure to the AI buildout through its network and cloud partnerships.

The conference continues through Thursday, with technical sessions on the MI400 architecture, the ROCm 7 software stack, and case studies from enterprise customers. The event is the largest AMD has hosted to date, Su said, reflecting the company's growing footprint in the AI market.