Lisa Su

speaker

165 appearances 2 recordings 2 series first heard May 2025 last heard 9 Dec

Lisa Su’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Dec 2025 with 1.

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Pivot · AMD CEO Lisa Su on the “Dead Sexy” AI Chips Race - On with Kara Swisher · 10 May 2025 podcast

foundational to say that right now chips are really, you know, sort of the underpinnings of this entire tech community, you know, where AI is going. And, you know, that's one of the things that I do feel very fortunate about, that I'm in an industry that makes, you know, that much of a difference. Now back to, you know, how do I think about these things? I mean,

You've seen these technology arcs, Cara. They go in waves, you know, let's call it tenure waves. And you saw that when the internet came out and then you saw that when PCs came out and then when the cloud came out. And AI is like one of those waves. But, you know, I would say that it's probably the biggest wave that I've seen in my career because it has so much potential.

So, yeah, that chat GPT moment was a very special moment. Why was that? You know, AI has been around for a long, long time. But what was true about it is it was sort of so hard to use because not everyone had access to AI. And what that chat GPT moment unlocked was that, wow, Now everybody can interact with AI.

Like my dad can interact with AI because you're using spoken language, you're using text, you're using a way of expressing how do you get a computer to do things without having to have deep knowledge of programming languages and things like that. I think that moment just unlocked the fact that if we can make computers easier to use,

then we can get so much more productivity, capability, actually sort of new opportunity.

So I still think we're in the very early innings of usage. I would say, you know, this is a 10-year arc, and maybe we're two years into a 10-year arc. But the way I think about AI is there's, let's call it regular usage. And regular usage is, you know, companies, we think about companies trying to use AI to become more productive, right?

Okay, how do I make something that is right now very manual and very labor-intensive workable? you know, much more operational. That's sort of one part of AI. But I think the other part of AI, and it's similar to the internet era, which is, you know, you first had companies just using the internet, and then you had companies that were truly changing their business model because of the internet.

I think you're going to see the same thing in AI. And we see that in our own work, too. I asked it to write a tooth fairy letter. Okay.

It should have done a little better than that. No, it really didn't.

I'm going to see which model you're using. It should have done better than that.

We are not sitting in the corner crying. We are recognizing that semiconductors are now very high priority lists on sort of all national agendas. And that is new. As nationalist agenda that is key to the security of the United States. That is definitely new. I would say 10 years ago that wasn't the case. Five years ago, maybe a little bit.

But sort of in the last few years, that's become top of mind. And what does that mean to us? Okay, so first of all, the... Investment arcs are not changing. At the end of the day, in a technology business, it's about making long-term bets. We decide what technology goes into our products like three to five years in advance. And at the end of the day, our job is to build the best.

So we have to keep pushing the envelope on new innovation. That doesn't change. What does change are a few things, right? And it's not even just what's happened in the last 90 days. It's been what's happened for the last few years, right? Supply chain resiliency becomes really top of mind. So when, for example, during the pandemic timeframe, that was a completely unexpected thing.

I think we talked about it then. Yes, exactly. And when that came up, it was like, people were like, why can't I get chips for cars? And it's like, well, you know what? It's because it's a nine to 12-month supply chain. And if you want to change locations, it might take several years. And you need to plan for that in advance.

And so we did a lot of work around the pandemic to give our supply chains more resiliency. And that's been positive. Now, the fact that, you know, advanced manufacturing is mostly in Taiwan, that's absolutely true. And that's absolutely one of the things where we don't have enough options right now.

So, you know, the focus on trying to bring more manufacturing back to the United States, I think we're all in favor of that. Like, that's a positive, right? And just put it in the resiliency category, which is... Nine to 10 years.

It will take— If at all. It will take certainly five to ten years. And when I say that, we're going to manufacture in the United States advanced capabilities like this year, for sure. Our latest generation server chip will go through TSMC in Arizona, but it's still small. Mm-hmm. And there's so many steps. It's such a complex supply chain that you just have to plan every step of that.

We've certainly talked about tariffs. the implications of tariffs and what that would do overall.

But that's why I'm not Lisa Su. Anyway... We would say, look, we appreciate semiconductors are really important, and we appreciate that there's a long-term vision of bringing manufacturing back to the U.S., but it won't happen in a short amount of time. So let's just make sure that we're balanced in how we think about this.

I think what we do is we stay very agile. We spend a lot of time analyzing what we can do in different places. And look, at the end of the day, we have to be part of the solution. And part of the solution is making sure that people understand this supply chain is complicated, that any changes will not happen in the matter of months. It'll happen in the matter of years. And we're here to...

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