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.
