AMD CEO Lisa Su 谈 Meta Muse：45 天激活用户超 1000 万
Lisa Su 用 Meta Muse 45 天 1000 万激活这个数字，说明连 AMD 都得把年度计划改成按月滚动，这种一线视角比分析师预测有料多了。做算力预算或跟进基础设施投资的人都该看看。
AMD CEO Lisa Su 在 Yahoo Finance 访谈中点评 Meta 的 Muse，称其是 AI 采用曲线快速变化的一个最佳例证——45 天内实现超过 1000 万用户激活。
她指出，AI 需求的动态性已经改变了企业运营节奏：过去年度运营计划（AOP）基本固定，如今因为 AI 采用速度太快，计划需要逐月调整。
这一表态反映出芯片厂商对算力需求波动的直接感受：Meta Muse 的爆发式增长是 AMD 判断数据中心 GPU 需求节奏的重要参考。
AMD CEO Lisa Su on Meta's Muse and the fast dynamic nature of AI adoption curve.
"Muse is one of the best examples. Over 10 million people activating in the span of 45 days. that's pretty incredible."
Annual operating plans used to be fixed, and AI adoption has made them something that changes month to month.
---- Full video on "Yahoo Finance" YouTube channel, (link in comment)
This report is categorized under AITOP's "Industry" desk, focusing on US frontier AI labs and Silicon Valley technology leaders. Within our cross-regional analytical framework, it directly maps to AI developer toolchains, coding agents, and engineering workflows. Key entities and technical topics under continuous tracking include Meta Muse, AMD, Lisa Su, AI算力.
Source attribution: curated from rohanpaul_ai (@rohanpaul_ai).
