AMD Bets Big on AI to Accelerate Chip Design and Business as Demand for Cloud Computing Surges
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AMD is betting big on using AI internally to accelerate product development and business operations. This includes chip design, software builds, HR, finance, etc.
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Lisa Su personally uses AI for productivity, like managing her calendar and sending emails, though some tasks like email writing still need improvement.
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AMD will continue ramping up production of its GPUs over the coming quarters to meet strong demand, especially for cloud computing.
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Most AI inferencing happens in the cloud today due to latency, but more processing will shift to the edge over time for faster responses.
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When she first became CEO, AMD was unfocused and doing too many things. Su brought focus to high-performance computing, which proved a good bet.