Lisa Su

It's not surprising to me that these large companies want to design their own chips. What I will say for sure is they're not designing the same things that we're designing. And so there's more than enough chip market for all of this. Our job is to partner well. I think that's one of the things that AMD does well. Like we

It's not surprising to me that these large companies want to design their own chips. What I will say for sure is they're not designing the same things that we're designing. And so there's more than enough chip market for all of this. Our job is to partner well. I think that's one of the things that AMD does well. Like we

believe that our job is to make our customers better and to work more collaboratively with them. And so no one's going to design all the chips they need. It's impossible. We can't design everything. There's thousands of chips in these systems. There may be cases where the application has gotten mature. Like, for example, today we design custom game console chips.

believe that our job is to make our customers better and to work more collaboratively with them. And so no one's going to design all the chips they need. It's impossible. We can't design everything. There's thousands of chips in these systems. There may be cases where the application has gotten mature. Like, for example, today we design custom game console chips.

believe that our job is to make our customers better and to work more collaboratively with them. And so no one's going to design all the chips they need. It's impossible. We can't design everything. There's thousands of chips in these systems. There may be cases where the application has gotten mature. Like, for example, today we design custom game console chips.

That application is very mature and you want to do something custom. But when you have something like AI where the algorithms are changing every day, you may not want to do something custom because it may not run the next model as well as the general purpose chips will run them. Right, but so you don't see it as a threat to your...

That application is very mature and you want to do something custom. But when you have something like AI where the algorithms are changing every day, you may not want to do something custom because it may not run the next model as well as the general purpose chips will run them. Right, but so you don't see it as a threat to your...

That application is very mature and you want to do something custom. But when you have something like AI where the algorithms are changing every day, you may not want to do something custom because it may not run the next model as well as the general purpose chips will run them. Right, but so you don't see it as a threat to your...

I see it as a fact of life, and there's more than enough market to go after.

I see it as a fact of life, and there's more than enough market to go after.

I see it as a fact of life, and there's more than enough market to go after.

Yeah, I would say I'm not fully in tune with exactly what's happening with some of the governmental caps. But if I put that aside for a moment and just talk about university research, I'm a big believer in university research. I'm a big believer in research, especially that is early on and not tied to, let's call it commercial interests, is actually a great thing. So

Yeah, I would say I'm not fully in tune with exactly what's happening with some of the governmental caps. But if I put that aside for a moment and just talk about university research, I'm a big believer in university research. I'm a big believer in research, especially that is early on and not tied to, let's call it commercial interests, is actually a great thing. So

Yeah, I would say I'm not fully in tune with exactly what's happening with some of the governmental caps. But if I put that aside for a moment and just talk about university research, I'm a big believer in university research. I'm a big believer in research, especially that is early on and not tied to, let's call it commercial interests, is actually a great thing. So

The government has been a big funder of that. Frankly, the private sector probably should do more than we do today. And we need to work through this and ensure that there's a good pipeline of students. Students are incredibly important in this thing. And then we also continue, let's call it, leading-edge research that is, let's call it, not necessarily tied to

The government has been a big funder of that. Frankly, the private sector probably should do more than we do today. And we need to work through this and ensure that there's a good pipeline of students. Students are incredibly important in this thing. And then we also continue, let's call it, leading-edge research that is, let's call it, not necessarily tied to

The government has been a big funder of that. Frankly, the private sector probably should do more than we do today. And we need to work through this and ensure that there's a good pipeline of students. Students are incredibly important in this thing. And then we also continue, let's call it, leading-edge research that is, let's call it, not necessarily tied to

I'm certainly hoping it doesn't do that.

I'm certainly hoping it doesn't do that.

I'm certainly hoping it doesn't do that.