Wall Street keeps asking if the AI boom is slowing down. AMD CEO Lisa Su says she’s seeing the exact opposite.
In this interview with Yahoo Finance Executive Editor Briqan Sozzi, Dr. Lisa Su explains why AI infrastructure demand continues to accelerate, how AI agents are changing the economics of computing, why inference has become the industry’s biggest growth driver, and why AMD believes the AI opportunity is still in its early stages.
Timestamps
00:00 AMD’s AI announcements
01:15 Why inference is overtaking training
02:25 What’s surprising about AI adoption
03:56 AI agents change everything
05:16 What Helios does differently
06:33 Why one company won’t win AI
07:50 Is Wall Street missing the AI story?
09:45 Is AI demand slowing down?
10:08 AMD’s $5 billion Anthropic investment
11:50 Why the AI ecosystem is working together
12:41 Lisa Su reflects on AI’s biggest moment
#AMD #LisaSu #AI #ArtificialIntelligence #OpenAI #Anthropic #Semiconductors #Technology #YahooFinance
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