Robbie Whelan

I'm going to pivot the entire company.

She says, you know, artificial intelligence is rising.

It's a once-in-a-lifetime opportunity.

And we are positioned in a very special way for us to take advantage of that.

She said, we're going to revamp our entire product line so that it's now all oriented around artificial intelligence.

And this was a major turning point.

ChatGPT was trained on NVIDIA's chips.

It took seeing a product like ChatGPT for most people in the world to realize how big NVIDIA was going to get, how big AI was going to get, and I think that that was the real talent that Lisa Su has that shined through in this moment.

She said, this is going to change everything, and we have to be in front of it.

Exactly.

She goes top to bottom and revamps AMD's entire product line.

She rolls out three or four generations of what's called the Instinct Series GPU.

So this is the first time AMD

in the modern era, in the AI era, is directly competing with NVIDIA.

And to be honest, they have a hard time

competing with NVIDIA.

I mean, the first few generations of the instinct were generally regarded in the market as not as powerful, not as easy to use as NVIDIA's equivalents.

But that's okay for a company like AMD, because what they're doing there is they're trying to get a foothold.

They're testing out these products, and they're trying to find customers to sign up and commit to using them.

So in AI computing, there are two main functions that people need to utilize.