Squawk on the Street SOTS 2nd Hour: AMD CEO Talks AI, Financials To Bank On, & Cantor's Equity Drawdown Warning 1/6/26
Jan 6, 2026
Lisa Su, CEO of AMD, dives into the company's futuristic AI roadmap, unveiling the new MI455 GPU and discussing strong long-term demand trends from CES. Eric Johnston, from Cantor Fitzgerald, raises caution about a potential equity drawdown in Q1 while highlighting investor risks. Colonel Jack Jacobs offers insight into the complex task of rebuilding Venezuela’s oil infrastructure, emphasizing security challenges ahead. Erica Najarian from UBS makes the bullish case for large bank stocks, suggesting a beneficial shift towards regional banks.
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AI Demand Will Multiply Exponentially
- Lisa Su said compute demand will multiply dramatically as AI users jump from one billion to five billion in five years.
- She quantified extreme scale needs by defining a yottaflop as 10^24 flops to illustrate that demand surge.
AMD's Chip Roadmap Targets All Form Factors
- Lisa Su highlighted the MI455 GPU as a 320 billion transistor part built on 2nm/3nm for cloud AI deployments.
- She emphasized AMD's strategy to enable compute across cloud, edge, PCs, and robotics to meet diverse AI needs.
Physical AI And Edge Compute Are Next
- Lisa Su said physical AI and robotics are the "next big thing" where edge compute enables real-time intuitive behavior.
- She expects industrial and edge AI to extend cloud advances into robots and other devices.