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The Latest Breaking News from Lisa Su

The AI Race Is a Marathon, Not a Sprint. Here Is How AMD Stock Could Still Finish First.

Despite short-term turbulence and fears over potential competitive setbacks, AMD remains well-positioned in the multi-phase AI race.

Barchart

TSMC says advanced‑node capacity falls ‘about three times short’ of AI demand — company's wafer capacity is 'still not enough' as demand continues to rise

TSMC Chairman-CEO C. C. Wei says capacity is roughly three times short of what its major customers plan to consume.

Tom’s Hardware

AMD Stock Is the ‘King of the Hill’ Right Now. Should You Buy Shares Here?

Wall Street eyes AMD as a new AI leader, yet rich multiples mean patience may be required.

Barchart

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Nvidia, Palo Alto, Coreweave, Broadcom And AMD: Why These 5 Stocks Are On Investors' Radars Today

U.S. stocks advanced on Wednesday as Nvidia's results reignited enthusiasm for AI plays. The Nasdaq climbed 0.59% to 22,564.22, the SP 500 added 0.38% to 6,642.16, and the Dow Jones Industrial Average inched up 0.1% to 46,138.77.These are the top stocks that gained the attention of retail traders and investors…

Benzinga

A $1 TRILLION Reason to Buy AMD Stock Here

AMD’s bold $1 trillion AI and data center vision signals a solid opportunity for investors ready to ride the next wave of semiconductor growth.

Barchart

CEO Lisa Su Says that ‘Insatiable’ Demand Is Powering AMD. Should You Buy Its Stock Here?

AMD stock has more than doubled in the past year and remains a top investment due to its widening AI moat.

Barchart

"Record revenue and profitability" — AMD crushes Q3 expectations, and the biggest money maker might not be what you expect

AMD posted its third-quarter financial results, and they're far better than I was expecting. Here's what's driving revenue and where AMD wants to go in the coming year.

Windows Central

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AMD posts record profits but it's not just all about endless chips for generating AI slop, gaming CPU and GPU sales are booming, too

AMD is going gangbusters across pretty much all segments.

PC Gamer

Meet the power broker of the AI age: OpenAI's 'builder-in-chief' helping to turn Sam Altman's trillion-dollar data center dreams into reality

Greg Brockman is OpenAI's master builder, steering a $1.4 trillion infrastructure buildout with stakes that go far beyond the tech sector.

Fortune

Jim Cramer Hails 'Nice Win' As AMD Inks $1 Billion AI Deal With US Department Of Energy

CNBC’s ‘Mad Money’ host Jim Cramer on Tuesday hailed a "nice win" for Advanced Micro Devices Inc. (NASDAQ:AMD) after the chipmaker secured a $1 billion partnership with the U.S. Department of Energy.

Benzinga

US Taps AMD For Supercomputers That Could Change Energy And Medicine Forever

The U.S. government has entered into a $1 billion partnership with Advanced Micro Devices, Inc. (NASDAQ:AMD) to develop two next-generation supercomputers, a move aimed at cementing America’s technological leadership in high-performance computing.

Benzinga

AMD’s Lisa Su and HP’s Enrique Lores describe how they went from ho-hum to high-end

Also: All the news and watercooler chat from Fortune.

Fortune

I spoke with an AMD VP about Windows 10 end of life and transitioning to Windows 11 — here's what you need to know

Windows 10 is mostly dead, and I got a chance to ask AMD's Justin Banta how the company is dealing with the transition to Windows 11.

Tom’s Guide

Altimeter Capital CEO Brad Gerstner Breaks Down AMD-OpenAI GPU Bet, Says Lisa Su Is Betting The Farm To Catch Up To Rival Nvidia

Last week, Altimeter Capital CEO Brad Gerstner described Advanced Micro Devices Inc.'s (NASDAQ:AMD) multi-billion-dollar deal with Sam Altman's OpenAI as a "bet-the-farm" moment for CEO Lisa Su — one that could reshape the balance of power in the AI chip race currently dominated by Nvidia Corp. (NASDAQ:NVDA).

Benzinga

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news in one place.

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Benzinga

Weekend Tech Roundup: China Targets Nvidia, Meta's AI Glass Ambitions, AMD's Bet And More

From China’s crackdown on Nvidia’s AI chips to Google’s controversial AI healthcare tool, the tech industry was abuzz this week with developments that could shape the future of technology.

Tom’s Hardware

AMD will beat Nvidia to launching AI GPUs on the cutting-edge 2nm node — Instinct MI450 is officially the first AMD GPU to launch with TSMC's finest tech

AMD is set to use TSMC's leading-edge N2 fabrication process for its next-generation CDNA 5-based Instinct MI450 accelerators, but Nvidia's Rubin may have an edge over these GPUs when it comes to brute force compute performance.

Fortune

Dizzying deal delirium: How the AI bubble bursts

At our Yale Chief Executive Leadership Institute CEO Summit in June, we heard similar admonitions from over 150 top CEOs. They've seen this before.

Benzinga

Lisa Su Isn't Worried About AI Hype Fears, Says Big Bet With OpenAI Could Pay Off 'Tens Of Billions Of Dollars' — AMD Stock Spikes 1.5% After Hours

Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) extended their momentum in after-hours trading on Monday, rising 1.53% following a nearly 24% surge during the regular session.

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Kiplinger

AMD Stock Surges on OpenAI Deal

Advanced Micro Devices could see tens of billions of dollars in new revenue from the ChatGPT maker as the AI infrastructure buildout accelerates.

Windows Central

"Advancing the entire AI ecosystem" — AMD and OpenAI announce bombshell computing deal worth tens of billions of dollars

AMD and OpenAI today announced a partnership that will see the former deliver 6 gigawatts of compute power over the next five years for OpenAI's next-gen infrastructure. Here's what you need to know.

Tom’s Hardware

OpenAI and AMD announce multibillion-dollar partnership — AMD to supply 6 gigawatts in chips, OpenAI could get up to 10% of AMD shares in return

AMD and OpenAI have announced a multibillion-dollar partnership to collaborate on AI data centers powered by AMD chips.

PC Gamer

'Are we going to bet the company's road map on chiplets?' AMD's CEO Lisa Su reminds us how fortunate it was that its executives all said yes

'I really do believe for tech companies, the key is you have to be best at something.'

Benzinga

Trump's Chip Plan Could Mean Big Trouble For Apple And Dell

The Trump administration is preparing a sweeping plan to cut U.S. dependence on foreign-made semiconductors and expand domestic manufacturing.

Axios

Exclusive: "Massive ten-year" AI boom is just starting, AMD CEO says

Lisa Su told the Axios AI+ DC Summit we can't even envision some advancements AI will enable five years from now.

Windows Central

AMD quietly launches new Zen 5, Zen 4, and Zen 3 chips aimed at budget builders — meet the F-series processors without integrated graphics

Just when you thought Zen 3 was in the rearview, AMD adds another new CPU. It also announced a new option for Zen 4, as well as two new F-series Ryzen 9000 chips.

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