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Bloomberg Talks
Advanced Micro Devices Chair, President, & CEO Lisa Su Talks AI Demand & the Future
Oct 10, 2024
Lisa Su, the dynamic Chair, President, and CEO of Advanced Micro Devices (AMD), dives into the booming demand for AI technology and the innovative future of microchips. With Ed Ludlow interviewing her, they explore the launch of AMD's MI325X accelerator and its competitive edge against Nvidia. Su highlights the surge in AI product demand, advancements in data center infrastructure, and the role of CPUs and GPUs. She also discusses the evolution of semiconductor manufacturing and the exciting integration of AI into everyday technology.
08:57
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Quick takeaways
- AMD's launch of the MI325 accelerator is set to improve AI performance in data centers by 20 to 40%, attracting major clients.
- The discussion emphasizes the necessity for modernizing data center infrastructure to enhance efficiency, exemplified by AMD's fifth-generation Epic server, Turin.
Deep dives
AMD's Competitive Landscape in AI
The discussion highlights AMD's strategic positioning in the competitive landscape of AI technology, especially with the launch of the MI325 accelerator. This new product is aimed at enhancing performance in data centers, with expected improvements of 20 to 40% on key inferencing workloads compared to competitors. CEO Lisa Su emphasized the growing demand for AI capabilities, indicating that major clients like Microsoft and Meta are already excited about the innovations. AMD's focus on both hardware excellence and software development, particularly through its Rock'em software suite, allows for faster market adoption of these AI solutions.
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