Home Speakers Lisa Su Quote We are seeing robust demand across our computing and AI product portfolio and are well positioned to deliver significant growth in the second half of the year...
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More from Lisa Su Filing AMD Q2 2026 earnings release (SEC Form 8-K, Exhibit 99.1) Aug 4, 2026
More broadly, AI is driving a significant expansion in demand for compute across all of our markets, and our leadership portfolio and growing customer visibility position us exceptionally well to capture this expanding opportunity and deliver substantial revenue and earnings growth in the years ahead. Filing AMD Q1 2026 earnings release (SEC Form 8-K, Exhibit 99.1) May 5, 2026
We delivered an outstanding first quarter, driven by accelerating demand for AI infrastructure, with Data Center now the primary driver of our revenue and earnings growth... Filing AMD and OpenAI strategic partnership announcement (SEC Form 8-K, Exhibit 99.1) Oct 6, 2025
This partnership brings the best of AMD and OpenAI together to create a true win-win enabling the world’s most ambitious AI buildout and advancing the entire AI ecosystem. Filing TSMC Arizona expansion and CHIPS Act award (SEC Form 6-K) Apr 8, 2024
TSMC has a long track record of providing the leading-edge manufacturing capabilities that have enabled AMD to focus on what we do best, designing high-performance chips that change the world.
On the same topics Blog Banning self-recursive improvement in AI models? Sep 22, 2026
If the top U.S. labs have to give up on what is supposed to be really important, they will look very “catchable.” The policy creates a big incentive for some other parts of the world to invest a lot more in compute. Blog Frontier Overhangs Sep 21, 2026
A world with sufficient compute is one where intelligence is a commodity, and in commodity markets margin comes from a superior cost structure, which I would expect the leading model providers to have, in part because they have a meaningful lead in scaling and can apply superior AI to their infrastructure. Blog Why I still haven't bought into true RSI Sep 19, 2026
I have my doubts that the labs can afford to spend a constant portion of this compute on internal R&D as the total volume goes up, especially with plans to IPO, as they face increased scrutiny on basic economics. Blog Why I still haven't bought into true RSI Sep 19, 2026
It is important to not confuse massive steps in inference-time scaling, a dynamic which should be fairly predictable, with being the outputs of RSI, which is highly uncertain. Podcast Dwarkesh Podcast: Agent swarms, alignment, and recursive self-improvement Sep 17, 2026
If you have five hours, you’re probably going to do a lot better. The AI models are pretty similar. Filing NVIDIA Q2 FY27 earnings release (SEC Form 8-K, Exhibit 99.1) Aug 26, 2026
AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue... About this quote 
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