Uncanny Valley | WIRED AMD CEO Lisa Su Isn’t Afraid of the Competition
12 snips
Dec 11, 2025 
Lisa Su, the CEO of AMD and a renowned electrical engineer, shares her insights on the AI landscape and the semiconductor industry. She argues that fears of an AI bubble are overstated, pointing to strong demand and rational corporate decisions. Su breaks down the drivers of AI demand and emphasizes the necessity for innovation speed. Her perspective on competition highlights a future where multiple chip types coexist, and she stresses the importance of U.S. leadership in AI while navigating complex relations with China.
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Backstage Tour With Lisa Su
- Lauren Goode recounts touring AMD labs in Texas and riding with Lisa Su between facilities.
- She describes seeing chips tested and having candid conversations about AI and personal healthcare experiences.
AI Is Early And Transformative
- Lisa Su believes AI is the most transformative technology of her lifetime and we're still in the very early innings.
- She argues current investment levels are justified because real usage and capability growth remain nascent.
Big Bets Backed By Real Demand
- Lisa Su says concerns about an AI bubble are somewhat overstated because tech bets are large but grounded in strong demand and healthy macro fundamentals.
- She highlights free cash flow at hyperscalers and structural demand for compute as underpinning those investments.
