Lisa Su, CEO of AMD, recently appeared on a talk show where she discussed key topics relevant to IT professionals, including advancements in AI, the company's competition with NVIDIA, and the future of high-performance computing.
I Here is a quick summary of this interview.
AI is Just Getting Started:
Lisa Su says we are still in the early stages of AI (Artificial Intelligence). AI will make businesses more productive and help solve big problems like healthcare improvements. In the future, AI will become a part of everyday life, similar to how we use smartphones and the internet today. It’s not just a business trend but something that will affect everyone.
AMD vs. NVIDIA:
There’s strong competition between AMD and NVIDIA, especially in AI hardware (like GPUs). While NVIDIA is currently leading, Su explains that there’s room for both companies. AMD is focusing on different kinds of computing, not just AI. They are providing solutions for cloud computing, PCs, and other areas. AMD’s goal is to offer high-performance computing options for different needs.
AMD’s Product Plans:
Jim Cramer asks about AMD’s older plans, like their EPYC processors (codenamed after Italian cities like "Milan" and "Turin"). Su reassures that these products are still very important. AMD’s EPYC processors are helping modernize data centers by making them faster and more efficient. AMD is also working on AI accelerators, which are special hardware for handling AI tasks, and they plan to release new AI hardware every year.
The Growing AI Market:
AMD expects the market for AI hardware to grow a lot, reaching $400 billion by 2027. Su explains that AI is not just a trend; it will be used everywhere, from education to healthcare to business. AMD is making sure they have the right hardware to support these needs, with new AI products launching regularly.
Competition and Partnerships:
Su talks about the importance of both competition and partnerships in the tech industry. While AMD competes with NVIDIA, they also work together with other companies in the ecosystem. The main focus is on giving customers more options and flexibility for their computing needs, which is important for big companies that want the best technology.
This interview shows that AI will play a huge role in the future, and companies like AMD are working hard to provide the right hardware for it. IT decision-makers should pay attention to these trends to make smart choices for their infrastructure.
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