Summary: Navigating the AI Landscape with AMD’s CEO Lisa Su
At WIRED’s Big Interview conference, AMD CEO Lisa Su tackled the AI bubble debate, confidently asserting that the sector is not overhyped. Here’s why she believes AI is just getting started:
- Market Growth: Under Su’s leadership, AMD’s market cap skyrocketed from $2 billion to $300 billion since 2014, signifying resilience and innovation.
- AI Demand: Su emphasized the growing necessity for chips in AI, hinting at promising partnerships, such as AMD’s deal with OpenAI, set to deploy 6 gigawatts of GPUs.
- Supply Chain and Competition: Acknowledging obstacles like chip distribution and data center builds, she feels undeterred by competitors like Nvidia and Google. Instead, her focus remains on accelerating innovation.
Su’s bold stance on AI reflects her vision: “As good as the models are today, the next one will be better.”
Curious about the future of AI and AMD’s role in it? Share your thoughts below and let’s discuss!
