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

So AI is the most important technology that I believe we'll see over the next 10 years. So with that, as a tech CEO, my job is to make capital allocation decisions. Like I decide where do we spend money. And over the last few years, we have really pivoted the company so that AI is in every product. We talk about big AI a lot, like we talk about the AI that goes into Meta and OpenAI and Microsoft.

But the truth is you're going to see AI everywhere. You're going to see AI in the cloud. You're going to see AI in the enterprise. You're going to see AI at the edge, sort of in telco edge things. And the reason I say it's negative slack is because the industry is moving so fast. Like, I've just not seen an industry move this fast. And that's where I go back to, it's not just the big players.

I mean, there's some, you know, amazing, you know, startups that are coming out of, you know, the Stanford's, the MIT's, the Berkeley's, the John Hopkins of the world that are really coming up with really good ideas.

That's pretty cool. There's many, like Luma, for example, when you look at text-to-video and what they've been able to do. You look at where the technology was a few years ago and where the tech is today and then where it's going going forward. These are some of the examples that are out there. I'm a big believer in healthcare and life sciences and that...

I'm not going to say it's going to solve cancer, but I'm going to say it's going to do a lot. Absolutely.

It's going to do a lot for drug discovery. It's amazing.

But yes, no. So it is an example, though, of where we're just at the very early innings of what can be done. And so why do I say we have to go faster? It's because we want to be the enabler of this technology.

Oh, it's just the idea that if you build a schedule, like the idea that everything goes in order, no, you can't do that. You actually have to make it go faster than if you laid it out on a piece of paper.

I believe companies need to know what they're good at. And what we're good at is building great big computing systems. And so that was the reason that we were focused on data center business. Before data centers were sexy, it was the idea that... They're still not really sexy, but go ahead. Well, you're talking to me, so they're not terrible, right? I mean... Okay, sexy.

Okay. So before people cared about data centers, the fact is we cared because I believe that if you can get compute at the most efficient capability, that you'll be able to really touch the lives of billions of people. And so what we see today is exactly that, right? I mean, the cloud is powering so many things, and we continue to be the underpinnings of the cloud environment going forward.

So that's kind of... the view of wide data centers and where we're going from there. And I think when you think about this move to AI factories, it's really hard to actually make all of these pieces work. And so our job is to make it easier for people. And so that is exactly what we're doing.

That's why we acquired ZT Systems, a great system company that allows us to put together more of the components. And then to your conversation or question earlier, About open versus closed, you know, I guess I'm a believer in, like, choice is a good thing. Like, people want choice. People don't only want one choice. People want the ability to choose kind of what their systems should look like.

And it's almost a little bit like if you look at the phone industry, you know, Apple has a very vertically integrated system between hardware, software systems, ecosystem. And then you look at the Google Android ecosystem. ecosystem and you have lots of choices. That's sort of the difference between what I would say a closed ecosystem is and an open ecosystem.

They have, they have.

Yes, but there are also lots of other people in the ecosystem. And that's my belief. is that in AI, because there's no winner-take-all in the AI market. There shouldn't be. You're going to have big AI, you're going to have medium AI, you're going to have small AI, big models, medium models, small models, big compute, medium compute, small compute, and an ecosystem.

It's like the three bears, but go ahead. And the ecosystem that puts that together, having choice is a good thing, and that's what we are working on.

Yeah, so the AI accelerator market, you know, you might hear it called GPUs. I mean, think about this as truly the foundation. Like, when you think about, you know, training the OpenAI models or training the Grok models or, you know, or what Meta's doing with Llama, you need lots and lots of GPUs. GPUs are very nice parallel things, so we call them accelerators. Mm-hmm.

versus CPUs, which are more, let's call it traditional compute. And I'm a believer in you need all of these things. There's no one-size-fits-all in computing. You need all of the various pieces. So roadmaps are our lifeblood. When I talk about negative slack, it's like, how do I get products out to market faster? We're very excited about our roadmap.

We are just about to launch a new series, MI355, as you stated. We'll be launching that in June, and it's the next generation, which will allow you, you know, think about from year to year, we're going to see like a 35 times improvement in performance.

Yeah, so that's pretty cool.

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