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Lisa Su

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AMD CEO Lisa Su Promises Major 2027 Chip Supply Boost Amid Persistent Demand
technology3 days ago

AMD CEO Lisa Su Promises Major 2027 Chip Supply Boost Amid Persistent Demand

AMD CEO Lisa Su announced in Taipei that the company will substantially increase chip supply in 2027, though she acknowledged current demand still outpaces production. Su stated that AMD now plans capacity three to five years ahead, up from one to two years previously, and emphasized the critical need for advanced wafer capacity and CoWoS packaging. The company has committed over $10 billion to its Taiwan supply chain, a figure Su indicated will grow. While Su singled out CPUs as facing high demand, she did not specify if the increased supply will reach consumer Ryzen or Radeon products. This announcement follows AMD’s recent surge to a $1 trillion market cap and its acquisition of World Labs for $8.2 billion to secure AI model expertise.

AMD CEO Lisa Su joins tech elite at White House summit with China
technology-and-geopolitics14 days ago

AMD CEO Lisa Su joins tech elite at White House summit with China

AMD CEO Lisa Su attended a high-profile state dinner at the White House on September 24, 2026, alongside other major tech leaders to meet Chinese President Xi Jinping. The event focused on stabilizing US-China relations and establishing new channels for AI cooperation. This follows AMD's recent surge to a $1 trillion market cap, highlighting its growing influence in the global AI infrastructure race.

AMD Surges to a $1 Trillion Valuation on AI‑Compute Momentum
finance18 days ago

AMD Surges to a $1 Trillion Valuation on AI‑Compute Momentum

AMD just crossed a $1 trillion market cap after a strong Q2 with Revenue of $11.5B and a record non‑GAAP EPS of $1.66, powered by a booming Data Center segment (EPYC CPUs and Instinct AI accelerators). The company unveiled the MI450 GPUs and Venice CPUs for its Helios rack‑scale AI system, and struck major deals: Microsoft will deploy Helios in Azure AI, and Anthropic plans to use up to 2GW of Instinct GPUs with a multi‑billion dollar investment. Together with aggressive AI‑chip momentum, this positions AMD as Nvidia’s principal rival in AI infrastructure, justifying the valuation.

AMD CEO Reaffirms Partnership as Musk Champions Nvidia-Only AI Chips
business2 months ago

AMD CEO Reaffirms Partnership as Musk Champions Nvidia-Only AI Chips

AMD CEO Lisa Su downplayed Elon Musk's Nvidia-exclusive AI‑chip pledge, emphasizing a long‑term partnership with Nvidia even as SpaceX relies on Nvidia tech. AMD posted a strong Q2: revenue $11.54B (up 50%), data‑center sales up 107% to $6.7B, and guided robust server growth for 2026–27, while investing in its supply chain. Nvidia stock rose while AMD slid on the earnings beat being slightly above consensus but below more optimistic estimates, with Deutsche Bank noting the runway is still highly valued by investors.

Engineer's instinct: Lisa Su urges MIT graduates to tackle hard problems together in the AI era
technology4 months ago

Engineer's instinct: Lisa Su urges MIT graduates to tackle hard problems together in the AI era

In her MIT Class of 2026 remarks, Lisa Su recalls her journey from MIT to IBM and AMD, praises UROP and the ‘mind and hand’ ethos, and argues AI will accelerate discovery but must be guided by people with purpose and judgment. She urges graduates to chase hard problems with teamwork and an engineer’s instinct, and to recognize that luck plays a role in turning ambitious ideas into reality.

technology8 months ago

AMD Bets on AI Surge as Guidance Falls Short

AMD topped Q4 estimates but guided Q1 revenue at about $9.8 billion (±$300 million), a softer outlook that pressured shares, even as CEO Lisa Su said AI demand is accelerating and data-center demand is ramping; the company expects an inflection in the second half with the Helios AI system launch.

AMD Eyes Early 2026 Window for Valve's Steam Machine
technology8 months ago

AMD Eyes Early 2026 Window for Valve's Steam Machine

AMD CEO Lisa Su said on an earnings call that Valve's AMD-powered Steam Machine is on track to ship in early 2026, marking Valve's second hardware push after a prior Steam Machine attempt. The remarks also reference Valve's current hardware ecosystem (including a Steam Controller and Steam Frame VR headset), and Su added AMD stands ready to support Microsoft's next-generation Xbox in 2027, though no formal announcements have been made.

AMD CEO Prioritizes Employee Well-being Over Big Salaries
business1 year ago

AMD CEO Prioritizes Employee Well-being Over Big Salaries

AMD CEO Lisa Su emphasizes that attracting talent should focus on mission and impact rather than exorbitant salaries, contrasting with Silicon Valley's trend of offering $100 million packages, which she believes can undermine fairness and company culture. Other tech leaders like Dario Amodei of Anthropic also reject such pay strategies, prioritizing mission alignment and fairness over financial incentives to foster genuine innovation and loyalty.

AMD Unveils Powerful AI and Ryzen 9000 Chips to Rival Nvidia and Intel
technology2 years ago

AMD Unveils Powerful AI and Ryzen 9000 Chips to Rival Nvidia and Intel

AMD has announced new AI chips, including the Ryzen AI 300 series for laptops and Ryzen 9000 series for desktops, aiming to compete with Nvidia and Intel. CEO Lisa Su emphasized AI as a top priority and revealed plans for annual AI chip releases. The new chips, built on the "Zen 5" architecture, are set to launch in July, with further advancements in data center chips and EPYC server processors expected later this year and beyond.

"Watch AMD CEO Dr. Lisa Su's Computex 2024 Keynote Live"
technology2 years ago

"Watch AMD CEO Dr. Lisa Su's Computex 2024 Keynote Live"

AMD CEO Dr. Lisa Su will deliver the opening keynote at Computex 2024, focusing on next-gen high-performance computing and AI PCs. The keynote will highlight advancements in AMD's Zen 5 core architecture, RDNA 3.5 GPU, and XDNA 2 NPU cores, with expectations for the new Ryzen 9000 Desktop CPUs. The event will be live-streamed from the Nangang Exhibition Center in Taipei.