Seven Highlights from AMD's CEO Dr Lisa Su
All About 2025 and Beyond
Companies mentioned: AMD 0.00%↑ INTC 0.00%↑ NVDA 0.00%↑ GOOGL 0.00%↑ MSFT 0.00%↑ META 0.00%↑
Almost three years ago, I transitioned from the traditional technical journalist role reviewing hardware into an independent analyst and consultant, and the a number of companies that I'd been analyzing for years became clients, especially when it comes to technical marketing strategy. One of the benefits of being an analyst compared to the press is the level of insight - sure you end up with a corporate NDA which allows them to go deeper, but on the rare occasion there is a public element to that insight, there is unparalleled access to executives to understand how many layers are in these silicon minds. This ends up useful for anyone keeping track of how these large companies are spending their time and resources - curious minds, their own employees, but also investors.
Recently one such engagement occurred - while AMD holds monthly analyst-only sessions with each BU rotating through per month, for February 2025 right after financials AMD held an analyst-only Q&A session with Dr. Lisa Su. Here are the key takeaways from that session.
AMD’s AI Business Will Scale to $10b+ Per Year
MI400 Will Start Pod-Level Designs from AMD
AMD Will Build an AI Developer Cloud
Every Two Weeks, Updated AI Software Containers for Public Use
If More Deepseek Moments Happen, You Want GPUs, not ASICs
Nothing Changed With Intel’s Xeon Price Drops
2024 was about Inference, 2025 is about Training