The Journal. The Tech CEO Leading Nvidia's Main Rival
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Dec 9, 2025 
Lisa Su, CEO of Advanced Micro Devices (AMD) and a skilled engineer, shares her insights on AMD's transformation into a powerhouse in data-center and AI chips. She discusses a landmark partnership with OpenAI, which poses a significant challenge to Nvidia. Su emphasizes the rapid advances in AI and AMD's strategic pivot towards this burgeoning field. The conversation dives into market dynamics, the potential trillion-dollar AI sector, and AMD's unique focus on inference workloads to fuel future growth.
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NVIDIA's Near-Total Market Dominance
- NVIDIA controls roughly 90% or more of the advanced AI chip market, creating exceptional market concentration.
- Robbie Whelan says he cannot think of another industry with such dominance.
AMD's Data-Center Pivot Under Lisa Su
- Lisa Su pivoted AMD from PC CPUs toward data-center chips after joining and becoming CEO.
- That shift gave AMD a critical foothold for the rise of AI workloads.
Pivot To Inference Computing
- Lisa Su focused AMD on inference chips rather than the training-focused market that NVIDIA dominates.
- Inference is the runtime phase where models respond to user queries, which Su sees as the long-term money maker.