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

That's the side question she asked me.

You know what I'm like? I'm like, if you need GPUs, I can help you. Yes. That's what I said. Okay.

Look, I mean, Apple's done a great job, certainly with that vertical integration, what they've done with chips. My view of the world is, look, everyone realizes that like the semiconductor industry or the semiconductor capability is so important as you think about, you know, long term. sort of business resiliencies.

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.

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.

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

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

Look, I think private sector does have to do more, frankly. And I think public-private partnership in general is a good thing. So from that standpoint, we get a lot of benefit from the work that we do with universities. relatively small dollars. For example, we give a lot of universities GPUs. Everybody wants GPUs.

We give a lot of universities hardware because we want them to learn on our capabilities. Computing is expensive. And so there are places where, you know, we can do more and we should do more. But no one can replace government. For sure. For sure. I think, look, all of these things are cycles. I don't want to overreact to any given cycle. I think the long term interests are, you know, U.S.

must continue to lead. And there's multiple aspects of what U.S. leadership include. It includes work that we have to do in the private sector. It includes work that we have to do in universities. It includes work that we have to do in national labs. All of these things are important. And of course, we want to do it as efficiently as possible, right?

We all know that there are efficiencies to be gathered, but fundamentally, university research is very important.

Yeah, absolutely. I think the U.S. was the place to come, right? It was the place to come to go to school and the place to come to do, you know, bleeding edge technology. And I think we would like it to stay that way. So certainly, you know, skilled immigration is one of those things that we care a lot about. And the ability to kind of keep the best people in the United States is a good thing.

Yeah, no, look, I think we all agree that, you know, this is an important topic and it needs to be, you know, it's always a pretty difficult issue to address. I mean, we've been talking about high-skilled immigration, you know, Forever. Forever. And it's been one of those things.

But I think we need to continue to go through the process of recruiting and maintaining the best students and the best researchers in the U.S.

She's like, yeah, right.

Well, I'm sitting here with such a very nice reporter.

Look, I think as tech CEOs, we do have a responsibility to speak out. But I think it has to be authentic. And authentic means I don't weigh in on every topic that I don't have an opinion on, frankly. Like, I can't. Because... And every day that we have, yes, we all read things, we all do things.

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