AMD
Asia Leaders
Lisa Su Pushed AMD's Server Ambition Beyond GPUs. Memory Costs Could Split the Portfolio
Lisa Su has placed EPYC server CPUs, Instinct accelerators, adaptive computing, semi-custom chips and a common software and customer ecosystem at the centre of the strategy. The next phase will test capital discipline, execution and durability across Asia.
Asia Leaders
Lisa Su’s Multi-Gigawatt Breakthrough Leaves AMD With a Taiwan-Sized Delivery Challenge
Lisa Su has secured multi-generation AI infrastructure commitments that could change AMD’s position. Its MI450 and Helios ramp will determine whether those contracts become a durable second platform.