Squawk Pod AMD’s Lisa Su on AI Chips & Shaun White’s Snow League 11/12/25
Nov 12, 2025
Lisa Su, CEO of AMD, shares insights on the company's bold AI strategy and ambitious $100 billion data center chip target. She addresses the competitive landscape, discusses partnerships with OpenAI, and outlines the importance of U.S. manufacturing. Shaun White, three-time Olympic gold medalist, talks about launching The Snow League to provide consistent competition and better pay for athletes. He emphasizes storytelling to engage fans and the league's vision for global expansion, ensuring equality in athlete compensation.
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AI Demand Is Early And Accelerating
- Lisa Su says AI demand is real and in an early, accelerating phase driven by measurable productivity gains.
- Hyperscalers and enterprises report an inflection point prompting increased CapEx for AI infrastructure.
Compete By Partnering And Specializing
- Build multiple solutions and partner broadly because no single architecture fits all AI workloads.
- Target different workloads with tailored products to win share from hyperscalers, enterprises, and sovereign projects.
Scale Through Targeted Investment
- Invest in engineering, software, and targeted acquisitions to scale execution capability.
- Use acquisitions to gain talent and accelerate rack‑scale and systems expertise.
