8legs: Lisa su

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AMD CEO Lisa Su Says Concerns About an AI Bubble Are Overblown

Su dismisses concerns about an AI bubble, calling the risk 'somewhat overstated' and not the primary worry for the AI sector.
She argues AI growth depends on more computing power and data centers to support future models.
Su notes AMD’s leadership since 2014 has boosted its market cap from $2 billion to about $300 billion.
The CEO describes ongoing bets on AI data centers to power future AI deployments.
Su confirms AMD will ship MI308 chips to China with a 15% Trump-era tax, amid export controls.
AMD's OpenAI deal includes deploying 6 gigawatts of Instinct GPUs and a stock option arrangement.
Su says competition from Nvidia and others is not her primary worry; the focus is moving faster on innovation.
She sees AI as still in its infancy, requiring more computing power for future models.
The interview underscores AMD’s strategy to support AI data centers and broader AI infrastructure growth.

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