High-performance compute is the bedrock of generative AI, and if there’s anyone who knows about high-performance chips, it’s AMD CEO Lisa Su. In this wide-ranging conversation with a16z Operating Partner Bob Swan—himself formerly CEO of Intel—Lisa lays out her vision for the evolution of compute within the AI ecosystem, touching not only on raw power and the continuation of Moore’s Law, but also how AMD will support “the right compute for each form factor” for a wider ranges of real-world gen AI use cases. Lisa also shares her perspective on the state of chip manufacturing, how AMD matches their R&D cycles to fast-moving industries, and how partnerships build strong ecosystems.
Read more, including a full transcript, here: https://a16z.com/how-to-build-ai-ecos...
Time stamps:
[00:01:37] Lisa's career in compute
[00:04:48] Compute in the genAI era
[00:09:39] High performance or multimodal?
[00:10:47] Making the genAI ecosystem open
[00:14:16] The chip supply chain
[00:17:53] Resiliency and the CHIPS Act
[00:20:54] How AMD balances long development cycles with short term innovation
[00:24:48] Learnings from the hyperscaler market
[00:26:54] What being fabless means for AMD
[00:31:24] Lisa's advice for startup founders
Find more content from our AI Revolution series on www.a16z.com/AIRevolution.
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
