AMD CEO says long-term demand for compute will justify today’s rapid data-center buildout.
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(Image credit: Getty / Kimberly White) AMD CEO Lisa Su used her appearance at WIRED’s Big Interview conference in San Francisco to push back against growing speculation that the AI sector is overheating. Asked whether the industry is in a bubble, Su replied “emphatically” no, arguing that concerns are "somewhat overstated” and that AI is still in its infancy. According to Su, AMD needs to be ready to provide chips for the future — “there’s not a reason not to keep pushing that technology."
Her remarks come as AMD prepares for several of its largest data-center commitments to date, including a multi-gigawatt accelerator deployment with OpenAI and the resumption of MI308 shipments to China under a new export-control framework.
OpenAI plans to deploy six gigawatts of Instinct GPUs over the next several years under a joint announcement the companies made earlier this year. The first one-gigawatt block is scheduled for the second half of next year. As part of that arrangement, OpenAI secured the option to buy up to 160 million AMD shares at a penny each once deployment milestones are met. AMD presented the structure as a way to align long-term incentives around infrastructure delivery rather than a short window of product availability.
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Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/lisa-su-rejects-talk-of-an-ai-bubble-at-wired-event#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.