On with Kara Swisher AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source
88 snips
May 1, 2025 
Lisa Su, CEO of AMD and named Time's CEO of the Year in 2024, shares insights on her transformative leadership that revived a near-bankrupt company and outpaced Intel in market cap. She discusses the explosion in demand for AI chips, fueled by innovations like ChatGPT, and navigates the challenges posed by Trump-era tariffs on semiconductor supply chains. Su also emphasizes the need for solid university and private sector partnerships to ensure America remains competitive in the global tech landscape while advocating for skilled immigration to attract top talent.
AI Snips
Chapters
Transcript
Episode notes
AI as Biggest Tech Wave
- AI is the biggest wave of technology Lisa Su has seen in her career so far.
- ChatGPT made AI accessible to everyone by enabling natural language interaction.
Plan Long-Term Supply Chains
- Plan for semiconductor supply chain changes over years, not months.
- Supporting U.S. manufacturing is vital despite higher costs for resiliency.
Navigating Export Controls
- The highest performing chips will be subject to export controls due to national security.
- AMD aims for balanced export rules to maintain market access and competitiveness.