Lisa Su Steers AMD Through a New Wave of AI Chip Demand

Chip demand

AMD chief executive Lisa Su is steering the company through another surge in demand for processors used in artificial-intelligence servers.

Customers have been asking for more high-end accelerators as cloud providers expand training clusters. Su has framed the moment as a multi-year product race rather than a single product cycle.

Investors will watch how quickly AMD can ship volume without slipping on margins. Rivals in the same market have the same constraint: packaging capacity and memory, not slogans.