Ryan Knudson
👤 SpeakerAppearances Over Time
Podcast Appearances
Can you characterize how big and how dominant NVIDIA is?
That's our colleague Robbie Whelan.
As the AI industry is boomed, more and more companies are developing their own AI chips and coming for NVIDIA's crown.
But the company that might have the best shot is a small one, one you've probably never heard of, Advanced Micro Devices, or AMD.
When Lisa Su took over AMD a little over a decade ago, its market cap was less than $3 billion.
Now, AMD is worth more than $350 billion.
And there's no sign of slowing down.
A few weeks ago, AMD scored a major coup when it inked a massive chips deal with OpenAI.
Recently, Robby sat down with Su to talk about the deal, the company, and why she believes we're only scratching the surface of the AI revolution.
Welcome to The Journal, our show about money, business, and power.
It's Tuesday, December 9th.
Coming up on the show, the CEO taking on NVIDIA and why she's not worried about an AI bubble.
Lisa Su rose to the chips industry as an engineer.
Early in her career, she worked at IBM and Texas Instruments.
Sue joined AMD in 2012 and took over as CEO two years later.
And soon after, she earned a reputation for making bold bets.
AMD is an American company that's been a longtime player in the chip space.