Key insights

• 💼 Lisa Sue's journey from IBM to AMD as an engineer and innovator in high-performance computing
• 🔬 The evolution of semiconductor technology and its infiltration into various aspects of business and personal lives
• 🤖 The increasing importance of AI and its potential to make technology smarter and more productive
• 🚀 AI's wide-ranging impact on the products built by AMD and its foundation in enabling various technological advancements
• 💻 High-performance computing is essential for AI development, especially for training and inference with large language models
• 🧠 Different types of AI require different computing engines, ranging from large GPUs for training to specialized chips for edge, industrial, automotive, and medical applications
• 💰 The Chips Act, with a $280 billion investment, prioritizes the resiliency of semiconductor manufacturing and research and development in the US
• 🔄 M&A has helped round out AMD's portfolio over the last few years through the acquisition of several companies

Q&A

• Why are M&A and startups important in the semiconductor and AI industry?

  M&A has been crucial for AMD's portfolio expansion, and the ZT Systems acquisition is a key part of scaling AI software, hardware, and systems. Startups play a vital role in semiconductor and AI innovation, driving cutting-edge experimentation and enabling rapid learning and innovation.

• What does AMD focus on?

  AMD focuses on building great products and deep customer relationships, learning from customers to solve problems, making progress in hyperscaler and AI markets, and tightly integrating with manufacturing partners, particularly TSMC for advanced node technologies.

• What is the Chips Act, and why is it significant?

  The Chips Act, with a $280 billion investment, prioritizes the resiliency of semiconductor manufacturing and research and development in the US. The collaboration between industry and government is crucial in addressing challenges and driving innovation.

• How resilient is the semiconductor industry?

  The video discusses the resilience of the semiconductor industry in meeting market demands despite disruptions and the challenges and lessons learned from supply chain disruptions. It also mentions efforts to improve forecasting for long-term demands.

• Why is collaboration important in the AI industry?

  The video highlights the importance of collaboration and open ecosystems in the AI industry, emphasizing that industry standards and interoperability drive innovation.

• What is the role of high-performance computing in AI development?

  High-performance computing is essential for AI development, especially for training and inference with large language models.

• How has AI become more accessible?

  The rapid advancement in AI technology has made it more accessible, particularly with generative AI like GPT-3.

• Why is AI considered important, according to the video?

  The video emphasizes the increasing importance of AI and its potential to make technology smarter and more productive. It also highlights AI's wide-ranging impact on the products built by AMD and its foundation in enabling various technological advancements.

• What aspects of semiconductor technology are discussed?

  The video discusses the evolution of semiconductor technology and its infiltration into various aspects of business and personal lives.

• What topics are covered in Lisa Sue's career journey?

  The video covers Lisa Sue's career journey from IBM to AMD as an engineer and innovator in high-performance computing.

• What is the video about?

  The video features Lisa Sue, CEO of AMD, and Bob Swan, former CEO of Intel, discussing the impact of AI on technology and the semiconductor industry. They cover Lisa's career journey, the evolution of semiconductor technology, and the growing importance of AI. They emphasize the significance of AI, its potential to make technology smarter and more productive, and its wide-ranging impact on various products.

• 00:00 Lisa Sue, CEO of AMD, and Bob Swan, former CEO of Intel, discuss the impact of AI on technology and the semiconductor industry. They cover Lisa's career journey, the evolution of semiconductor technology, and the growing importance of AI. Lisa emphasizes the significance of AI, its potential to make technology smarter and more productive, and its wide-ranging impact on various products.
• 05:40 The rapid advancement in AI technology has made it more accessible, and high-performance computing is crucial for its development. The semiconductor industry relies on a diverse ecosystem and specialized players for product development.
• 11:22 Collaboration and open ecosystems are crucial in the AI industry. Industry standards and interoperability are essential for driving innovation. Despite supply chain disruptions, the semiconductor industry has shown resilience and the ability to meet the demands of the market.
• 17:24 The government's investment in the semiconductor industry through the Chips Act is seen as a crucial step in building supply chain resilience. The collaboration between industry and government is vital in addressing major challenges and driving innovation.
• 22:56 AMD focuses on building great products and deep customer relationships, learning from customers to solve problems, making progress in hyperscaler and AI markets, and tightly integrating with manufacturing partners.
• 28:49 M&A has been crucial for AMD's portfolio expansion; ZT Systems acquisition is a key part of scaling AI software, hardware, and systems; Startups play a vital role in semiconductor and AI innovation