Lisa Su quote, Oct 6, 2025

Chair and CEO, AMD · Oct 6, 2025 · Earnings, AMD and OpenAI strategic partnership announcement (SEC Form 8-K, Exhibit 99.1)

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.

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Words found on the source page on Sep 25, 2026.

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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.Tyler CowenSep 22, 2026· Post	PostBanning self-recursive improvement in AI models?	Source
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.Ben ThompsonSep 21, 2026· Post	PostFrontier Overhangs	Source
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.Nathan LambertSep 19, 2026· Post	PostWhy I still haven't bought into true RSI	Source
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.Nathan LambertSep 19, 2026· Post	PostWhy I still haven't bought into true RSI	Source
Sep 17, 2026	If you have five hours, you’re probably going to do a lot better. The AI models are pretty similar.Noam BrownSep 17, 2026· Interview	InterviewDwarkesh Podcast: Agent swarms, alignment, and recursive self-improvement	Source
Sep 2, 2026	Demand for our custom AI accelerators and networking continues to be very strong. Q3 AI semiconductor revenue of $16.7 billion grew 221% year-over-year, and 54% quarter-over-quarter...Hock TanSep 2, 2026· Earnings	EarningsBroadcom Q3 FY26 earnings release (SEC Form 8-K, Exhibit 99.1)	Source

About this quote

Said by: Lisa Su, Chair and CEO, AMD
Where: AMD and OpenAI strategic partnership announcement (SEC Form 8-K, Exhibit 99.1)
Topics: Compute, Chips
Company: AMD
Source: sec.gov/Archives/edgar/data/2488/000119312525230895/d28189dex991.htm

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