苏姿丰OCP峰会定调「推理之年」：2030年CPU市场将超2000亿美元 Helios已量产出货
10月12日，AMD首席执行官苏姿丰在开放计算项目（OCP）全球峰会上发表主题演讲，提出2026年是超级智能「推理之年」。她表示：「我们相信，推理如今已占到市场的约60%。」
苏姿丰在演讲中上调了多项市场预期：CPU市场规模在九个月内三度上调，预计以约50%的年复合增速增长，到2030年超过2000亿美元；数据中心SI加速器市场到2030年将接近1.5万亿美元。
在产品方面，她透露AMD的Helios机架系统已于9月开始量产出货，首批客户包括OpenAI、Meta、微软、甲骨文与Anthropic，出货量将在四季度至明年上半年持续爬坡。AMD当天还发布了Helios的「表亲」——智能体SI机架Helion，最高可配3.2万多颗Zen 6核心与32颗Instinct MI350芯片，生态伙伴将于11月26日起供货，其设计已贡献给OCP社区。（GSM 据TrendForce现场报道）
关联：
At OCP Summit, Lisa Su Declares the 'Year of Inference'; CPU Market to Top $200B by 2030
AMD CEO Lisa Su used her keynote at the Open Compute Project Global Summit on October 12 to declare 2026 the "year of inference" for SI. "This is the year where we believe inference is now about 60% of the market," she said.
Su raised several market forecasts: the CPU market, revised upward three times in nine months, is expected to grow at roughly 50% a year to more than $200 billion by 2030, while the data-center SI accelerator market approaches $1.5 trillion by 2030.
On products, she said AMD's Helios rack systems entered mass-production shipments in September, with first customers including OpenAI, Meta, Microsoft, Oracle and Anthropic, and volumes ramping through the fourth quarter into the first half of next year. AMD also unveiled Helion, an agentic-SI rack described as Helios's "cousin," configurable with more than 32,000 Zen 6 cores and up to 32 Instinct MI350 GPUs; ecosystem partners begin shipping November 26, and the design has been contributed to the OCP community. (GSM, based on TrendForce's on-site report)
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图片来源：图：AMD首席执行官苏姿丰。图片来源：Wikimedia Commons（CC BY-SA 4.0）。Photo: AMD CEO Lisa Su. Source: Wikimedia Commons (CC BY-SA 4.0).
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