Tag: Lisa Su

  • AMD Surpasses $1 Trillion Market Capitalization as AI Chip Demand Fuels Growth

    AMD Surpasses $1 Trillion Market Capitalization as AI Chip Demand Fuels Growth

    AMD Reaches $1 Trillion Market Cap

    Advanced Micro Devices (AMD) crossed the USD 1 trillion market capitalization mark for the first time, as CEO Lisa Su’s push into artificial intelligence continues to drive investor interest. AMD shares touched a record price of USD 615.52 on September 21 after rising nearly 10% in a single session. This makes the company the fourth American chipmaker to enter the trillion-dollar club after NVIDIA, Broadcom and Micron. AMD’s stock has gained 185% this year and nearly 300% over the past 12 months.

    “AI is driving a significant expansion in demand for compute across all of our markets,” Su said in AMD’s second-quarter results statement.

    Data Center Business Drives Growth

    AMD reported a 50% increase in second-quarter revenue to a record USD 11.5 billion. Data center sales rose 107% to USD 6.7 billion, accounting for 58% of total revenue. The company has guided for about USD 13 billion in third-quarter revenue and expects data center revenue to more than double in 2027. AMD also expects server revenue to grow more than 80% in the second half of 2026.

    “Demand for both accelerators and CPUs is growing well above our prior expectations,” Su told analysts on the earnings call.

    Major Deals with Anthropic, OpenAI and Oracle

    Major deals with technology companies have supported AMD’s AI strategy. Anthropic has agreed to deploy up to 2GW of AMD Instinct MI450 GPUs in Helios, with the first gigawatt expected in the first half of 2027. AMD has committed up to USD 5 billion in equity investment in Anthropic. OpenAI signed a 6GW supply agreement with AMD last October, while Oracle is building a publicly available cluster featuring 50,000 MI450 GPUs.

    AMD Still Trails NVIDIA in AI Accelerators

    NVIDIA remains far ahead in the AI accelerator market despite AMD’s rapid growth. It is currently valued at about USD 5.4 trillion and holds an estimated 81% market share, compared with AMD’s 13%. AMD’s third-quarter results will be its next major update. The company has guided for nearly USD 13 billion in revenue and a 56% non-GAAP gross margin, as investors assess whether its AI expansion can support its trillion-dollar valuation.

  • Lisa Su: The Visionary CEO Transforming AMD into an AI and Semiconductor Powerhouse

    Lisa Su: The Visionary CEO Transforming AMD into an AI and Semiconductor Powerhouse

    Lisa Su is an accomplished semiconductor leader who currently serves as Chair and CEO of Advanced Micro Devices (AMD). Under her guidance, AMD has become a global force in high-performance computing, artificial intelligence, gaming, and adaptive computing. Known for her forward-thinking leadership, deep technical expertise, and innovation-driven approach, Su has revitalized AMD’s competitive standing and driven the development of cutting-edge processors and enterprise computing systems.

    Early Life and Education

    Lisa Su earned her bachelor’s, master’s, and doctorate degrees in Electrical Engineering from the Massachusetts Institute of Technology (MIT). Her research focused on semiconductor device physics and Silicon-on-Insulator technology. This strong technical foundation paved her way to influential roles in semiconductor research, development, and advanced computing innovation.

    Professional Career

    Su began her career at Texas Instruments before moving to IBM, where she managed research and development in semiconductors and technology. She later served as Chief Technical Officer and led business operations at Freescale Semiconductor. At AMD, she rose from President and CEO to her current role as Chair and CEO.

    Business Intervention in AI

    AMD harnesses high-performance computing, intelligent infrastructure, and developer tools to accelerate AI. The company consistently uses state-of-the-art CPUs, GPUs, adaptive computing, and open software to create fast, intelligent, and scalable AI solutions. AMD’s EPYC™ Server CPUs provide efficient infrastructure for generative AI, agentic AI, cloud computing, and data center innovations. The company also brings AI closer to data through energy-efficient computing for intelligent retail, 5G, cloud storage, and edge infrastructure. AMD supports AI enthusiasts with cost-effective, secure, and energy-efficient technologies, and offers developers free tools, cloud platforms, mentorship, and training. Within enterprises, AMD drives AI adoption for increased efficiency, productivity, and optimized operations, all while pioneering ethical and responsible AI through scientific research, STEM education, and international collaborations.

    Business Achievements

    Under Su’s leadership, AMD has achieved remarkable milestones with the invention of Ryzen, EPYC, and Instinct processors, building its AI computing capabilities. She forged partnerships with industry leaders such as Microsoft, Meta, and Oracle, helping AMD become a top player in high-performance computing, AI infrastructure, gaming, and adaptive computing.

    Controversies

    No controversies have ever emerged around Lisa Su. She is widely recognized for her strategic leadership, innovations in semiconductors and AI, and for transforming AMD into a key player in the chipmaker industry.