Lisa Su

Well, we are in a very special time.

So we are probably going faster than we've ever gone before.

I mean, I certainly believe that the technology is moving faster than I've ever seen in my career.

And the role of AMD is to enable all of that with the foundational computing.

Yes, please.

Lisa Su, CEO of AMD.

I grew up in New York, born in Taiwan, grew up in New York, and I've been in this role.

I joined AMD in 2012.

We structured this deal so that there was complete alignment of incentives, complete alignment that we wanted to go fast, that we wanted to go big, and that if OpenAI is successful, AMD is successful because they will need lots of GPUs.

And the opposite is also true, which is if AMD is successful, OpenAI gets to share in some of that upside potential.

Look, I don't think you have to do anything.

I think people make choices.

There are plenty of deals where we are basically selling GPUs.

I think the opportunity is there.

to partner deeply in the ecosystem, there are different opportunities to do that.

And we've chosen a mechanism, which I think really ties the companies together in a way that they care about my success, I care about their success, and everyone wins in this fashion.

If for whatever reason,

the GPUs are not deployed, then there's also no equity that goes along with it.

And so from that standpoint, I just view it as a way to tie ourselves closer together.

And I think that's actually a good thing.