AMD: From Underdog to Top Dog – How Lisa Su is Outmaneuvering Intel and Nvidia
AMD, once a minnow in the chip industry, is now sensing blood in the water as Intel stumbles. CEO Lisa Su emphasizes AMD’s focus on AI and high-performance computing. With datacenter revenues up 115%, AMD is poised to capture a significant chunk of the AI market while expanding its GPU and custom silicon offerings.
Hot Take:
AMD, the once “David” of the chip industry, is now feeling pretty “Goliath” as it eyes Intel’s vulnerabilities and aims to dominate the AI-driven future of computing. Watch out, Intel—there’s a new sheriff in Santa Clara!
Key Points:
- AMD’s datacenter revenues have skyrocketed by 115%, with a $4.5 billion forecast for GPUs this year.
- CEO Lisa Su emphasizes that AI is a massive priority and that diverse computing needs require a broad strategy.
- AMD is expanding its AI chip portfolio, including the acquisition of ZT Systems and Silo AI.
- The company aims to leverage its full spectrum of CPU, GPU, FPGA, and custom silicon to meet market demands.
- AMD aims to capitalize on Intel’s recent struggles and delays, positioning itself as the go-to for high-performance computing.
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