AMD Acquires Fei-Fei Li’s World Labs for $8.2 Billion
Bloomberg Television · 2026-09-28 · interview · 101,014 views
What's in the video
Description written by Gemini, which watched and listened to the whole video.
Summary
Bloomberg Television host Ed Ludlow interviews AMD CEO Lisa Su and World Labs co-founder/CEO Fei-Fei Li on AMD’s acquisition of World Labs for approximately $8.2 billion in an all-stock transaction. Su and Li discuss how uniting World Labs' spatial/physical intelligence and world models with AMD's hardware, software, and systems stack will accelerate physical AI and open ecosystem development.
What is shown
- Bloomberg studio discussion with Ed Ludlow interviewing Lisa Su and Fei-Fei Li [00:00 - 23:26].
- Discussion of the strategic rationale for AMD acquiring World Labs [00:11 - 02:04].
- Discussion on the co-design and flywheel between hardware architecture and AI world models/software [00:39 - 01:06, 03:22 - 03:31, 07:40 - 08:06].
- Fei-Fei Li highlighting World Labs' trajectory, including the Marble model, the release of Atlas, and the acquisition of robotic simulation startup ScenarX [01:43 - 01:46, 05:49 - 06:06, 07:07 - 07:22].
- Confirmation of Fei-Fei Li's upcoming role at AMD as Executive Vice President and Chief Scientist reporting to Lisa Su [10:11 - 10:19].
- Discussion of open source vs. proprietary models, compute infrastructure, and safety/responsible development across the industry [08:55 - 09:18, 14:04 - 14:48, 16:08 - 17:35].
Claims & numbers
- The transaction is valued at approximately $8.2 billion in an all-stock deal (Ed Ludlow) [03:34 - 03:37].
- The deal is anticipated to close by the end of the year, subject to regulatory approvals (Ed Ludlow) [09:40 - 09:46].
- AMD was an early investor in World Labs (Lisa Su, Fei-Fei Li) [01:34 - 01:37, 02:37 - 02:41].
- World Labs was founded in 2024 and is a little over two years old (Fei-Fei Li) [06:08 - 06:15].
- World Labs released its spatial/physical intelligence multimodal world models named Marble and Atlas (Fei-Fei Li, Lisa Su) [01:44 - 01:46, 05:49 - 05:55, 07:01 - 07:04].
- World Labs recently acquired ScenarX to bring in robotics simulation workflow and policy training capabilities (Fei-Fei Li) [07:08 - 07:22].
- Fei-Fei Li will serve as Executive Vice President and Chief Scientist at AMD, reporting directly to Lisa Su (Lisa Su) [10:11 - 10:18].
- AMD achieved a $1 trillion market capitalization milestone (Ed Ludlow) [20:54 - 20:57].
Notable quotes
- Lisa Su [00:31 - 00:34]: "We're still in the very early innings of AI, and I truly believe that..."
- Fei-Fei Li [07:41 - 07:48]: "I really believe that the future of AI is this co-evolution of AI software and AI hardware."
- Lisa Su [10:11 - 10:18]: "...she will be AMD's Chief Scientist, so Executive Vice President and Chief Scientist reporting to me..."
Assessment
This is an authentic news studio interview conducted by Bloomberg Television covering a major corporate acquisition announcement. No software or hardware demos are run live on set, but both executives speak directly to the completed transaction details, organizational leadership appointments, and product roadmaps.
Described by gemini-3.8-flash on 2026-09-29 from the video's audio and frames.