Pivot AMD CEO Lisa Su on the “Dead Sexy” AI Chips Race - On with Kara Swisher
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May 10, 2025 
Lisa Su, the CEO of Advanced Micro Devices (AMD), transformed the struggling semiconductor firm into a major player, even surpassing Intel in market cap. In a lively discussion, she tackles the skyrocketing demand for AI chips, geopolitical challenges, and the implications of the CHIPS Act aiming to rejuvenate U.S. manufacturing. Su shares insights on the tech industry's evolving dynamics, effective strategies for innovation, and the need for global talent in navigating both competition and collaboration in AI advancements.
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ChatGPT Unlocks AI for Everyone
- Lisa Su shared how ChatGPT made AI accessible to everyone, even people without programming skills.
- She described it as a pivotal moment that unlocked new productivity and opportunities across many users.
Semiconductor Supply Chain Realities
- Semiconductor supply chains are complex and take years to adjust, especially given Taiwan's dominance.
- Building manufacturing resilience and expanding US production capacity is crucial but slow and costly.
Focus on Speed Over Tariffs
- Tech companies should prioritize speeding up innovation over dwelling on tariffs or export controls.
- The US must focus on outpacing global competitors to maintain leadership in AI.