Lisa Su, CEO of AMD, discusses the company's growth trajectory in the server market during a conversation with former Intel CEO Bob Swan.
Opinion
Lisa Su: CHIPS Act has made a huge difference for US semiconductors
“Some people say, hey it's not enough or, you know, it doesn't make a difference. I think it's made a huge difference. It's made a huge difference because what it's What it's really done is it's put at the top of the priority list resiliency and semiconductor b…”
Opinion
Lisa Su: AI is the most important technology shift in 50 years
“I think AI is probably the most important one I'd like to say, you know, over the last 30 years, 40 years, 50 years because it It's something more than just technology. I mean, it really is, you know, AI becomes the ability for us all to become smarter, more p…”
Prediction Not checkable as stated
Lisa Su: AI will be integrated into every product AMD builds
“And, you know, for us at AMD you know, my belief is AI is gonna be everywhere in every product that we build”
Prediction Not checkable as stated
Lisa Su: AI hardware will diversify into specialized engines
“If you look, whether you're at the edge you know, with embedded applications industrial applications, automotive applications medical applications, or you're even at the client level in your PC or your phone, you're gonna need different types of AI, and so you…”
Insight
Lisa Su: Closed tech ecosystems usually become a problem over time
“Closed walls usually end up being a problem.”
Opinion
Lisa Su: Moore's Law continues because people find new ways to extend it
“And by the way, I'm a believer in, in, you know Moore's law has been extended so many times because people are super smart and able to come up with different ways of extending the same principle of, you know, more transistors, more capability every couple of y…”