AMD CEO Lisa Su on the AI revolution

Today, we’re bringing you something a little different. The Code Conference was this week, and we had a great time talking live onstage with all of our guests. We’ll be sharing a lot of these conversations here in the coming days, and the first one we’re sharing is my chat with Dr. Lisa Su, the CEO of AMD. Lisa and I spoke for half an hour, and we covered an incredible number of topics, especially about AI and the chip supply chain. The balance of supply and demand is overall in a pretty good place right now, Lisa told us, with the notable exception of these high-end GPUs powering all of the large AI models that everyone’s running. The hottest GPU in the game is Nvidia’s H100 chip. But AMD is working to compete with a new chip Lisa told us about called the MI300 that should be as fast as the H100. You’ll also hear Lisa talk about what companies are doing to increase manufacturing capacity. Finally, Lisa answered questions from the amazing Code audience and talked a lot about how much AMD is using AI inside the company right now. It’s more than you think, although Lisa did say AI is not going to be designing chips all by itself anytime soon. Okay, Dr. Lisa Su, CEO of AMD. Here we go…