Podcast appearances and mentions of Lisa Su

Continuing our big name-dropping look-back with Sam Altman, Lisa Su, Sebastian Siemiatkowski, Satya Nadella, Matthew Prince, Arthur Mensch, Sir Demis Hassabis, Marc Benioff, and Dario Amodei, this is the second special Christmas edition of the pod – and this time we're looking at what we've learned about the impact of AI on the real world since the Tech Pod started in October 2024 with DeepMind's Sir Demis Hassabis. From robotaxis to listening pendants: what does AI look like in real life? How is it being used in business? And will there be any jobs left? Hosted on Acast. See acast.com/privacy for more information.

In the biggest, most shameless holiday name-drop of the year, Katie and Danny bring you – in no particular order – insights from Sam Altman of OpenAI, AMD's Lisa Su, Klarna CEO Sebastian Siemiatkowski, Satya Nadella from Microsoft, Matthew Prince of Cloudflare, Arthur Mensch of Mistral AI, Sir Demis Hassabis of Google DeepMind, Marc Benioff from Salesforce, and Anthropic's Dario Amodei.A whole smattering of billionaires, with a Nobel laureate mixed in too. So, what have they all told us about the AI rollout and what it really means? This is the first of a two-part Christmas extravaganza, where we look back at the world of AI covered on the pod with more than a year's worth of big-tech leaders returning to help us distinguish the potential of AI from the reality. (Just don't mention the B-word!) Hosted on Acast. See acast.com/privacy for more information.

Lisa Su, chair and chief executive officer of the US semiconductor company Advanced Micro Devices, said on Wednesday that the chipmaker is committed to deepening its investments in China.美国半导体公司超威半导体董事长兼首席执行官苏姿丰周三表示，该公司致力于进一步深化在中国的投资。Su made the comments in a meeting with Li Lecheng, China's minister of industry and information technology, in Beijing.苏姿丰是在北京会见中国工业和信息化部部长李乐成时作出上述表态的。She also thanked the ministry for its support of AMD's development in China, affirming the company's "commitment to deepening its investments in the country and strengthening cooperation to jointly promote industrial innovation and development".她还感谢工信部对超威半导体在华发展的支持，并重申公司将“持续深化对华投资、加强合作，共同推动产业创新与发展”。Li said China would offer greater cooperation opportunities to foreign enterprises including AMD. He also expressed hope that AMD would continue deepening its engagement in the Chinese market.李乐成表示，中国将为包括超威半导体在内的外资企业提供更多合作机遇，并希望超威半导体继续加深对中国市场的参与和布局。semiconductor company半导体公司deepen its investments深化投资/加大投资力度foreign enterprises外资企业chair and chief executive officer (CEO)董事长兼首席执行官

Are we witnessing an AI-fueled gold rush or the early signs of an epic crash? Listen to these hard-hitting discussions on bubbles, breakthroughs, and the real impact behind Silicon Valley's AI obsession. Time Magazine's 'Person of the Year': the Architects of AI The AI Wildfire Is Coming. It's Going to Be Very Painful and Incredibly Healthy. 'ChatGPT for Doctors' Startup Doubles Valuation to $12 Billion as Revenue Surges Trump Pretends To Block State AI Laws; Media Pretends That's Legal It's beginning to look a lot like (AI) Christmas Amazon Prime Video Pulls AI-Powered Recaps After Fallout Flub Could America win the AI race but lose the war? Google Says First AI Glasses With Gemini Will Arrive in 2026 Border Patrol Agent Recorded Raid with Meta's Ray-Ban Smart Glasses The countdown to the world's first social media ban for children US could demand five-year social media history from tourists before allowing entry Reddit making global changes to protect kids after social media ban - 9to5Mac There are no good outcomes for the Warner Bros. sale Paramount CEO Made Trump a Secret Promise on CNN in Warner Bros. Convo Whatnot's Schlock Empire Shows Digital Live Shopping Can Thrive in America The Military Almost Got the Right to Repair. Lawmakers Just Took It Away Apple loses its appeal of a scathing contempt ruling in iOS payments case Japan law opening phone app stores to go into effect Microsoft Excel Turns 40, Remains Stubbornly Unkillable - Slashdot Clair Obscur: Expedition 33 sweeps The Game Awards — analysis and full winners list Microsoft promises more bug payouts, with or without a bounty program An ex-Twitter lawyer is trying to bring Twitter back Host: Leo Laporte Guests: Iain Thomson, Owen Thomas, and Jason Hiner Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: shopify.com/twit NetSuite.com/TWIT ventionteams.com/twit zscaler.com/security helixsleep.com/twit

Are we witnessing an AI-fueled gold rush or the early signs of an epic crash? Listen to these hard-hitting discussions on bubbles, breakthroughs, and the real impact behind Silicon Valley's AI obsession. Time Magazine's 'Person of the Year': the Architects of AI The AI Wildfire Is Coming. It's Going to Be Very Painful and Incredibly Healthy. 'ChatGPT for Doctors' Startup Doubles Valuation to $12 Billion as Revenue Surges Trump Pretends To Block State AI Laws; Media Pretends That's Legal It's beginning to look a lot like (AI) Christmas Amazon Prime Video Pulls AI-Powered Recaps After Fallout Flub Could America win the AI race but lose the war? Google Says First AI Glasses With Gemini Will Arrive in 2026 Border Patrol Agent Recorded Raid with Meta's Ray-Ban Smart Glasses The countdown to the world's first social media ban for children US could demand five-year social media history from tourists before allowing entry Reddit making global changes to protect kids after social media ban - 9to5Mac There are no good outcomes for the Warner Bros. sale Paramount CEO Made Trump a Secret Promise on CNN in Warner Bros. Convo Whatnot's Schlock Empire Shows Digital Live Shopping Can Thrive in America The Military Almost Got the Right to Repair. Lawmakers Just Took It Away Apple loses its appeal of a scathing contempt ruling in iOS payments case Japan law opening phone app stores to go into effect Microsoft Excel Turns 40, Remains Stubbornly Unkillable - Slashdot Clair Obscur: Expedition 33 sweeps The Game Awards — analysis and full winners list Microsoft promises more bug payouts, with or without a bounty program An ex-Twitter lawyer is trying to bring Twitter back Host: Leo Laporte Guests: Iain Thomson, Owen Thomas, and Jason Hiner Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: shopify.com/twit NetSuite.com/TWIT ventionteams.com/twit zscaler.com/security helixsleep.com/twit

Are we witnessing an AI-fueled gold rush or the early signs of an epic crash? Listen to these hard-hitting discussions on bubbles, breakthroughs, and the real impact behind Silicon Valley's AI obsession. Time Magazine's 'Person of the Year': the Architects of AI The AI Wildfire Is Coming. It's Going to Be Very Painful and Incredibly Healthy. 'ChatGPT for Doctors' Startup Doubles Valuation to $12 Billion as Revenue Surges Trump Pretends To Block State AI Laws; Media Pretends That's Legal It's beginning to look a lot like (AI) Christmas Amazon Prime Video Pulls AI-Powered Recaps After Fallout Flub Could America win the AI race but lose the war? Google Says First AI Glasses With Gemini Will Arrive in 2026 Border Patrol Agent Recorded Raid with Meta's Ray-Ban Smart Glasses The countdown to the world's first social media ban for children US could demand five-year social media history from tourists before allowing entry Reddit making global changes to protect kids after social media ban - 9to5Mac There are no good outcomes for the Warner Bros. sale Paramount CEO Made Trump a Secret Promise on CNN in Warner Bros. Convo Whatnot's Schlock Empire Shows Digital Live Shopping Can Thrive in America The Military Almost Got the Right to Repair. Lawmakers Just Took It Away Apple loses its appeal of a scathing contempt ruling in iOS payments case Japan law opening phone app stores to go into effect Microsoft Excel Turns 40, Remains Stubbornly Unkillable - Slashdot Clair Obscur: Expedition 33 sweeps The Game Awards — analysis and full winners list Microsoft promises more bug payouts, with or without a bounty program An ex-Twitter lawyer is trying to bring Twitter back Host: Leo Laporte Guests: Iain Thomson, Owen Thomas, and Jason Hiner Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: shopify.com/twit NetSuite.com/TWIT ventionteams.com/twit zscaler.com/security helixsleep.com/twit

Are we witnessing an AI-fueled gold rush or the early signs of an epic crash? Listen to these hard-hitting discussions on bubbles, breakthroughs, and the real impact behind Silicon Valley's AI obsession. Time Magazine's 'Person of the Year': the Architects of AI The AI Wildfire Is Coming. It's Going to Be Very Painful and Incredibly Healthy. 'ChatGPT for Doctors' Startup Doubles Valuation to $12 Billion as Revenue Surges Trump Pretends To Block State AI Laws; Media Pretends That's Legal It's beginning to look a lot like (AI) Christmas Amazon Prime Video Pulls AI-Powered Recaps After Fallout Flub Could America win the AI race but lose the war? Google Says First AI Glasses With Gemini Will Arrive in 2026 Border Patrol Agent Recorded Raid with Meta's Ray-Ban Smart Glasses The countdown to the world's first social media ban for children US could demand five-year social media history from tourists before allowing entry Reddit making global changes to protect kids after social media ban - 9to5Mac There are no good outcomes for the Warner Bros. sale Paramount CEO Made Trump a Secret Promise on CNN in Warner Bros. Convo Whatnot's Schlock Empire Shows Digital Live Shopping Can Thrive in America The Military Almost Got the Right to Repair. Lawmakers Just Took It Away Apple loses its appeal of a scathing contempt ruling in iOS payments case Japan law opening phone app stores to go into effect Microsoft Excel Turns 40, Remains Stubbornly Unkillable - Slashdot Clair Obscur: Expedition 33 sweeps The Game Awards — analysis and full winners list Microsoft promises more bug payouts, with or without a bounty program An ex-Twitter lawyer is trying to bring Twitter back Host: Leo Laporte Guests: Iain Thomson, Owen Thomas, and Jason Hiner Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: shopify.com/twit NetSuite.com/TWIT ventionteams.com/twit zscaler.com/security helixsleep.com/twit

Are we witnessing an AI-fueled gold rush or the early signs of an epic crash? Listen to these hard-hitting discussions on bubbles, breakthroughs, and the real impact behind Silicon Valley's AI obsession. Time Magazine's 'Person of the Year': the Architects of AI The AI Wildfire Is Coming. It's Going to Be Very Painful and Incredibly Healthy. 'ChatGPT for Doctors' Startup Doubles Valuation to $12 Billion as Revenue Surges Trump Pretends To Block State AI Laws; Media Pretends That's Legal It's beginning to look a lot like (AI) Christmas Amazon Prime Video Pulls AI-Powered Recaps After Fallout Flub Could America win the AI race but lose the war? Google Says First AI Glasses With Gemini Will Arrive in 2026 Border Patrol Agent Recorded Raid with Meta's Ray-Ban Smart Glasses The countdown to the world's first social media ban for children US could demand five-year social media history from tourists before allowing entry Reddit making global changes to protect kids after social media ban - 9to5Mac There are no good outcomes for the Warner Bros. sale Paramount CEO Made Trump a Secret Promise on CNN in Warner Bros. Convo Whatnot's Schlock Empire Shows Digital Live Shopping Can Thrive in America The Military Almost Got the Right to Repair. Lawmakers Just Took It Away Apple loses its appeal of a scathing contempt ruling in iOS payments case Japan law opening phone app stores to go into effect Microsoft Excel Turns 40, Remains Stubbornly Unkillable - Slashdot Clair Obscur: Expedition 33 sweeps The Game Awards — analysis and full winners list Microsoft promises more bug payouts, with or without a bounty program An ex-Twitter lawyer is trying to bring Twitter back Host: Leo Laporte Guests: Iain Thomson, Owen Thomas, and Jason Hiner Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: shopify.com/twit NetSuite.com/TWIT ventionteams.com/twit zscaler.com/security helixsleep.com/twit

Are we witnessing an AI-fueled gold rush or the early signs of an epic crash? Listen to these hard-hitting discussions on bubbles, breakthroughs, and the real impact behind Silicon Valley's AI obsession. Time Magazine's 'Person of the Year': the Architects of AI The AI Wildfire Is Coming. It's Going to Be Very Painful and Incredibly Healthy. 'ChatGPT for Doctors' Startup Doubles Valuation to $12 Billion as Revenue Surges Trump Pretends To Block State AI Laws; Media Pretends That's Legal It's beginning to look a lot like (AI) Christmas Amazon Prime Video Pulls AI-Powered Recaps After Fallout Flub Could America win the AI race but lose the war? Google Says First AI Glasses With Gemini Will Arrive in 2026 Border Patrol Agent Recorded Raid with Meta's Ray-Ban Smart Glasses The countdown to the world's first social media ban for children US could demand five-year social media history from tourists before allowing entry Reddit making global changes to protect kids after social media ban - 9to5Mac There are no good outcomes for the Warner Bros. sale Paramount CEO Made Trump a Secret Promise on CNN in Warner Bros. Convo Whatnot's Schlock Empire Shows Digital Live Shopping Can Thrive in America The Military Almost Got the Right to Repair. Lawmakers Just Took It Away Apple loses its appeal of a scathing contempt ruling in iOS payments case Japan law opening phone app stores to go into effect Microsoft Excel Turns 40, Remains Stubbornly Unkillable - Slashdot Clair Obscur: Expedition 33 sweeps The Game Awards — analysis and full winners list Microsoft promises more bug payouts, with or without a bounty program An ex-Twitter lawyer is trying to bring Twitter back Host: Leo Laporte Guests: Iain Thomson, Owen Thomas, and Jason Hiner Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: shopify.com/twit NetSuite.com/TWIT ventionteams.com/twit zscaler.com/security helixsleep.com/twit

Last week, some of the most forward-thinking minds in tech, culture, and politics came together for WIRED's Big Interview event — a series of live, in-depth conversations with industry leaders. To kick off the event, Lauren sat down with AMD's CEO Lisa Su. In today's episode, Mike and Lauren sit down to discuss the key ideas that came up during the interview, as well as the other conversations that caught everyone's attention during the event. Articles mentioned in this episode:  AMD CEO Lisa Su Says Concerns About an AI Bubble Are Overblown | WIRED  Can AI Look at Your Retina and Diagnose Alzheimer's? Eric Topol Hopes So | WIRED San Francisco Mayor Daniel Lurie: ‘We Are a City on the Rise' | WIRED  Watch the Highlights From WIRED's 2025 Big Interview Event Right Here | WIRED  Join WIRED's best and brightest on Uncanny Valley as they dissect the collision of tech, politics, finance, and business, from Alexis Ohanian's newest tech venture to the effects of inaccurate information from artificial intelligence (AI) chatbots on social protests. Learn about your ad choices: dovetail.prx.org/ad-choices

@WindowsCentral's Daniel Rubino believes Nvidia (NVDA) will post a great earnings report, the real question comes down to guidance. He says the Mag 7 giant will be a continuing market mover but makes the case that the A.I. bubble shows no signs of popping anytime soon. One company he sees acting as a long-term threat to Nvidia: AMD Inc. (AMD), after CEO Lisa Su promised substantial guidance. He later touches on the Microsoft (MSFT) and OpenAI deal to illustrate why their reliance on each other is substantial even as OpenAI continues to sign contracts with other companies. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:   AMD Financial Analyst Day Breakdown: AMD presents long-term growth projections with over 35% revenue CAGR. Pat & Dan discuss AMD's 10-15% GPU market share projection, emphasizing Lisa Su's track record of execution and credibility.    SoftBank's Strategic Repositioning: SoftBank sold its entire stake in Nvidia for $US5.83 billion ($8.9 billion). Masayoshi Son, Chairman of Japan's SoftBank Group plans to reallocate capital to OpenAI and other AI infrastructure investments. Hosts discuss the potential of ARM-based AI chip development.   Anthropic's Infrastructure Investment: New $50 billion data center construction commitment with FluidStack. Claude Code is driving significant revenue and a path to 2028 profitability. Comparison with OpenAI's infrastructure strategy and independence goals.   Cloud Infrastructure and Capacity Deals: Nebius secures $3 billion deal with Meta for GPU capacity. Meta's strategy of risk-sharing and outsourcing during demand peaks.   The Depreciation Debate: Patrick argues there's a 6-year depreciation period for GPUs based on historical usage patterns, citing continued use of A-, V-, and H-series GPUs. Questions are raised about reticle limits and performance scaling sustainability.   Government Shutdown Resolution: Senate votes to reopen government after 43-day closure, leaving in its wake and estimated $11 billion permanent economic loss and $16 billion in missed wages. Hosts break down the market's mixed response with AI sector concerns overshadowing the reopening.   Cisco Earnings Analysis: Beat on revenue and earnings with solid enterprise performance. AI infrastructure orders are expected to triple to $3 billion in 2026. Hyperscale AI orders are at $1.3 billion with a strong growth trajectory.   CoreWeave Market Position: Stock down 33% from three-month peak, but still up 16% over six months. Data center build-out delays appear to be impacting capacity and revenue projections.   Applied Materials Performance: Beat expectations despite revenue decline from the China market loss. Future growth potential from TSMC, Intel, and Samsung US expansion. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

Swiss sneaker-maker On, chip giant AMD, Cisco Systems, and local names like ComfortDelGro, ST Engineering, AEM, Food Empire, JB Foods, and Seatrium take centrestage, as markets react to blockbuster guidance upgrades and renewed AI optimism. We break down what’s driving the surge in On’s sales, the key soundbites from AMD’s Lisa Su, and Cisco’s profit engine. Plus -UP or DOWN verdicts across Singapore corporates as the STI hits fresh records led by Jardine Matheson and Hongkong Land. And in the “Last Word,” a mall becomes a theme park as Netflix launches “Netflix House.” All that and more - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

Advanced Micro Devices is betting big on AI. CEO Lisa Su discusses AMD's latest earnings, the company's $100 billion data center chip target, and its partnership with OpenAI. She shares her outlook on AI demand, export controls, and the competitive landscape in the AI arms race. Then, Olympic gold medalist and The Snow League co-founder Shaun White explains his new professional snowboarding and free-skiing league and the future of winter sports. Plus, airlines warn flight cancellations may continue even after the government shutdown ends, and the White House is considering a rule that could upend shareholder voting by limiting the power of proxy advisers and index fund giants. Lisa Su - 15:21Shaun White - 42:07 In this episode:Lisa Su, @LisaSuShaun White, @ShaunWhiteBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

After what Marley Kayden called a "digestion period" for investors, AMD Inc.'s (AMD) stock rallied Wednesday after CEO Lisa Su shared bullish guidance at the company's first analyst day in years. Su expects AMD to capture a "double-digit" share of a "$1 trillion" data center business by 2030 and expects 35% revenue growth in the next three to five years. However, as Marley explains, the company's OpenAI deal and A.I. spending remained key questions for analysts.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

AMD Inc. (AMD) rallied 10% in the first hour of Wednesday's trading session after CEO Lisa Su made comments on guidance at the company's analyst day that many investors and analysts alike saw as bullish. Marley Kayden talks about the slew of price target hikes for AMD surrounding the chipmaker's long-term revenue expectations. Some raised questions around AMD's deal with OpenAI. Prosper Trading Academy's Scott Bauer calls the announcements and the stock rally "too perfect," offering a bearish example options trade. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

En el episodio de hoy de VG Daily, Andre Dos Santos y Juan Manuel de los Reyes analizan la polémica propuesta de crear hipotecas a 50 años en Estados Unidos, una idea impulsada recientemente en el ámbito político con la promesa de aliviar los pagos mensuales, pero que despierta fuertes críticas por el costo total en intereses y el riesgo de perpetuar la falta de acceso a vivienda.En la segunda parte, el foco pasa al mundo de la inteligencia artificial, con los movimientos de AMD y Foxconn. Analizamos cómo la CEO de AMD, Lisa Su, proyecta crecer su negocio de data centers, y cómo Foxconn que históricamente dependiente de Apple, empieza a transformar su modelo, con los servidores de IA representando ya el 41% de sus ingresos y superando por primera vez al negocio de smartphones.Un episodio que conecta dos caras del presente económico: de los hogares que buscan crédito más barato a las corporaciones que apuestan por la próxima revolución tecnológica.

Een paar maanden geleden was het nog ABN Amro zelf die op de snijtafel lag. Het Belgische KBC zou het willen overnemen. Maar nu zijn de rollen omgedraaid, en is ABN degene die het opslokken doet. Voor een kleine miljard euro nemen ze het Haagse NIBC over van eigenaar Blackstone. Een kans om ABN Amro sterker te maken in de Nederlandse markt. En zeker geen beschermingsconstructie tegen een mogelijke overname door KBC, zegt topvrouw Marguerite Bérard. Maar of ze de waarheid spreekt? Dat zoeken we deze aflevering uit. We hebben het ook over de S&P 500. Die heeft voorlopig z'n beste jaren wel even gehad, denkt zakenbank Goldman Sachs. Ze denken dat de Amerikaanse index een mager decennium tegemoet gaat, met maar zo'n 6 procent stijging per jaar. Daarmee zou de VS bij de slechtst presterende regio's horen. Verder hoor je over het volgende topdiner in het Witte Huis. Daar komen hoge piefen van Wall Street langs bij Donald Trump om te luisteren naar wat zijn wensen zijn. En we vertellen je over een topman die al naar die wensen heeft geluisterd, en daarom met radicale eisen voor zijn eigen leveranciers komt.See omnystudio.com/listener for privacy information.

Een paar maanden geleden was het nog ABN Amro zelf die op de snijtafel lag. Het Belgische KBC zou het willen overnemen. Maar nu zijn de rollen omgedraaid, en is ABN degene die het opslokken doet. Voor een kleine miljard euro nemen ze het Haagse NIBC over van eigenaar Blackstone. Een kans om ABN Amro sterker te maken in de Nederlandse markt. En zeker geen beschermingsconstructie tegen een mogelijke overname door KBC, zegt topvrouw Marguerite Bérard. Maar of ze de waarheid spreekt? Dat zoeken we deze aflevering uit. We hebben het ook over de S&P 500. Die heeft voorlopig z'n beste jaren wel even gehad, denkt zakenbank Goldman Sachs. Ze denken dat de Amerikaanse index een mager decennium tegemoet gaat, met maar zo'n 6 procent stijging per jaar. Daarmee zou de VS bij de slechtst presterende regio's horen. Verder hoor je over het volgende topdiner in het Witte Huis. Daar komen hoge piefen van Wall Street langs bij Donald Trump om te luisteren naar wat zijn wensen zijn. En we vertellen je over een topman die al naar die wensen heeft geluisterd, en daarom met radicale eisen voor zijn eigen leveranciers komt.See omnystudio.com/listener for privacy information.

MRKT Matrix - Tuesday, November 11th Dow closes at record high, but Nasdaq slips as investors rotate out of technology stocks (CNBC) Hassett: Some economic surveys weren't completed during shutdown, so we won't know what happened (CNBC) Hassett Says Lost October Data Means ‘Cloudy' Economic Outlook (Bloomberg) Job Seekers Stare Down a Gloomy Holiday Hiring Season (WSJ) ‘Ghost job' postings are adding another layer of uncertainty to the stalling jobs picture (CNBC) AMD's Lisa Su sees 35% annual sales growth driven by ‘insatiable' AI demand (CNBC) Three AI Megadeals Are Breaking New Ground on Wall Street (WSJ) SoftBank Sells Nvidia Stake for $5.8 Billion to Fund AI Bets ⁠(Bloomberg)⁠ ‘Big Short' investor Michael Burry accuses AI hyperscalers of artificially boosting earnings (CNBC) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:   Key Takeaways from NVIDIA GTC and Infrastructure Build-Out: Jensen Huang's keynote delivery. Nvidia's co-architecture approach to power systems, water systems, and manufacturing. Partnerships with Vertiv, Siemens, and GE Vernova for infrastructure development. Key partnership announcements from NVIDIA to build seven supercomputers, competing with AMD's dominance.   OpenAI and Microsoft Partnership Restructuring: Microsoft's $12-13 billion investment for 50/50 partnership structure. Renegotiation allowing OpenAI conversion to a for-profit entity. Microsoft's potential 27% ownership stake valued at approximately $270 billion. Sam Altman's equity position and IPO preparation for a potential trillion-dollar valuation.   Qualcomm's AI Chip Launch: AI 200 and AI 250 announcement driving 20% stock price surge. Strong Wall Street reaction despite limited technical details available. Credible entry into the data center market with scale-up methodology. 2027 timeline for scale-up technologies, including NVLink adoption.   DOE Supercomputer Partnerships: AMD's billion-dollar partnership for two additional supercomputers. Continued dominance in high-performance computing with 64-bit precision. U.S. Secretary of Energy Chris Wright's recent recognition from both NVIDIA's Jensen Huang and AMD's Lisa Su. Highlights of government investments towards winning science across multiple domains.   AWS Anthropic Trainium Partnership: A one-million Trainium chips commitment from Anthropic. Validation of AWS's custom silicon strategy. Recognition that all available chips are selling in the current market. Multi-generation improvement trajectory similar to Google's TPU.   Google Public Sector Event Highlights: Google's military and government sector transformation under Google Cloud CEO, Thomas Kurian. Impressive Gemini for Government agent demonstrations. Seven-minute agent creation showcasing platform capabilities. On-premise GDC deployment with Lockheed Martin for air-gapped AI.   Government Stakes Debate: Discussion of AI, quantum, rare earth minerals, and chip manufacturing.   Federal Reserve Rate Cut: Fed Chairman Powell's extensive data center commentary.   OpenAI Valuation: A trillion-dollar IPO valuation deemed "completely bonkers."   ServiceNow Earnings, Alphabet/Google Earnings, Meta Earnings: Unpacking tech's earnings season.   Microsoft Azure: 40% Azure growth with $400 billion booked business. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

On another record-setting day for stocks, Carl Quintanilla, Jim Cramer and David Faber delved into a slew of tech-related news. OpenAI converted into a public-benefit corporation in which Microsoft will hold a 27% stake. The news sent Microsoft's market cap back above $4 trillion. Separately, Apple hit a $4T valuation for the first time. Amazon announced plans to cut 14,000 jobs. A CEO Doubleheader: AMD's Lisa Su joined the program to discuss the chipmaker's AI supercomputer partnership with the Department of Energy. Royal Caribbean Group's Jason Liberty spoke about the cruise operator's earnings beat and raised guidance that failed to lift the stock. Also in focus: Skyworks Solutions-Qorvo merger, UPS shares surge. Squawk on the Street Disclaimer  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks notch fresh record highs as investors weigh Big Tech's next moves and massive AI investments. Brent Schutte of Northwestern Mutual and Malcolm Ethridge of Capital Area Planning Group break down what's driving the rally. Mackenzie Sigalos reports on Amazon's sweeping AI push and major job cuts, while Vivek Arya of Bank of America shares insights from Jensen Huang and Lisa Su on the state of semiconductors and the demand picture. We also hear from Check Point CEO Nadav Zafrir on earnings and Nvidia partnership news. Starbucks' struggles with Jacob Aiken-Phillips of Melius Research. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Der Einstieg von OpenAI bei AMD sorgt für neue Dynamik in der Halbleiterbranche. Nachdem der Chipkonzern in den vergangenen Jahren vor allem im CPU-Geschäft Marktanteile von Intel gewinnen konnte, rückt nun das Datencenter- und KI-Segment stärker in den Fokus. Mit einer Beteiligung von rund zehn Prozent durch OpenAI wird deutlich: AMD soll künftig eine wichtigere Rolle in der globalen KI-Infrastruktur spielen. Doch kann das Unternehmen tatsächlich zu Nvidia aufschließen? Während Nvidia den Markt für KI-Grafikprozessoren dominiert, hat AMD unter CEO Lisa Su eine beeindruckende Transformation vollzogen, mit steigenden Margen, einer soliden Bilanz und wachsendem Umsatz im Datencenter-Bereich. Seit 2015 hat sich der Aktienkurs vervielfacht, und auch die jüngsten Quartalszahlen zeigen eine klare Aufwärtstendenz. Im Podcast beleuchten wir, wie sich AMD strategisch im KI-Boom positioniert, welche Chancen und Risiken aus der Partnerschaft mit OpenAI entstehen und ob die Bewertung nach der jüngsten Kursrallye noch attraktiv ist. Außerdem geht es um den Vergleich mit Nvidia, Broadcom und Intel sowie um die Frage, ob der aktuelle Aufschwung nachhaltig sein kann oder bereits zu viel Zukunft eingepreist ist. Inhaltsverzeichnis00:00 Intro00:53 Langfristiger Chart: AMD01:54 AMD vs. iShares ETF Semiconductor vs. Technologie-ETF (XLK) vs. S&P 50002:25 AMD vs. Nvidia vs. Broadcom vs. Synopsis vs. Qualcomm vs. Intel02:55 OpenAI Beteiligung an AMD03:55 Große Wachstums-Chancen04:53 KI Infrastruktur Überblick06:07 Quartalszahlen: Q2 202506:41 CPU- & Grafikkarten Markt Überblick07:26 Umsatzentwicklung Daten Center08:05 Globaler Halbleiter & Daten Center Markt08:35 Burggraben09:09 Inhaberschaft10:21 Umsatz- & Margen-Entwicklung vs. Video aus 202312:31 Gewinn- & Cashflow-Entwicklung vs. Video aus 202313:26 Bilanzüberblick14:10 Übernahme von Xilinx & ZT Systems14:53 Kennzahlen (KGV)15:35 Unternehmensbewertung vs. Video aus 202317:37 Chartanalyse AMD vs. Video aus 202318:12 Ist die AMD Aktie derzeit ein Kauf?19:12 Disclaimer & Börsen-Kompass20:08 Danke fürs Einschalten!

Nvidia has dominated the AI chip market for years, but a new challenger is stepping into the ring: AMD. In this Deep Dive, we break down AMD's three core businesses, its massive new partnerships with OpenAI and Oracle, and how CEO Lisa Su plans to chip away at Nvidia's monopoly.Follow us on Instagram ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@therundowndaily⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Public.com/disclosures⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

It's an AI showdown. Elon Musk has been building out two massive data centers in Memphis as he plays catch-up in the AI race. But will it be enough? Meanwhile, AI chips underdog Advanced Micro Devices rocked the market last week when it landed a multibillion-dollar partnership with OpenAI, directly challenging industry leader Nvidia. We'll tell you about the old-school CEO leading AMD. Julie Chang hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

¡Vótame en los Premios iVoox 2025! OpenAI y AMD acaban de anunciar un acuerdo multimillonario para que los primeros utilicen los procesadores de los segundos en centros de datos dedicados a tareas de inteligencia artificial. Según el acuerdo, OpenAI comprará chips a AMD por un consumo equivalente a 6 gigavatios, una unidad de medida que es la que últimamente se emplea para las grandes adquisiciones de semiconductores. No es extraño, los sistema de IA tienen un consumo energético muy elevado y los compradores tratan de ajustar su capacidad eléctrica a los chips instalados en sus centros de datos. El acuerdo, que supone todo un desafío para Nvidia, generará una facturación millonaria en los próximos años equilibrando ligeramente el terreno de juego. Aunque no se conocer el precio exacto, se estima en decenas de miles de millones de dólares por gigavatio los que pagará OpenAI que, además, recibirá warrants por hasta 160 millones de acciones de AMD (más o menos el 10% de la empresa) a 1 centavo por acción. Eso sí, estos warrants están condicionados al incremento en el precio de las acciones de AMD. Tras el anuncio, las acciones de AMD subieron un 23,7%, lo que le consolida como el principal competidor de Nvidia, que controla el 75% del mercado de este tipo de semiconductores. Los chips de AMD se usarán principalmente para funciones de inferencia, esenciales para que ciertas aplicaciones de IA como los chatbots respondan rápidamente a las consultas de los usuarios. Es, de hecho, la creciente demanda de computación de inferencia lo que impulsa el acuerdo. OpenAI se asegura capacidad de procesamiento, mientras que AMD refuerza su presencia en el mercado de chips para IA. Este acuerdo se suma a otros que está negociando OpenAI con gigantes del sector como Oracle o la propia Nvidia. Pero no es AMD lo único que debe temer Nvidia. Algunas tecnológicas como Google o Amazon están empezando a desarrollar su propia circuitería, pero el mercado no hace más que crecer, así que por ahora hay espacio para todos. AMD es un enano bursátil al lado de Nvidia, pero su desempeño en los últimos diez años ha sido excelente. Cuando su directora general, Lisa Su, fue nombrada para el cargo la empresa valía 3.000 millones, hoy vale 330.000, pero sigue siendo 14 veces más pequeña que Nvidia. En este tiempo AMD ha ido ajustándose a la demanda. Ha pasado de diseñar tarjetas gráficas y procesadores para ordenadores personales, a centrarse en semiconductores específicos para la IA. A diferencia de Intel, AMD se deshizo de su división de fabricación hace años y eso le ha permitido mantener el pulso competitivo. El auge de la IA ha llevado a muchos a temer que nos encontremos ante una burbuja no muy diferente de la punto com de hace un cuarto de siglo. Las inversiones son elevadísimas. Sólo OpenAI va a gastar 16.000 millones de dólares en servidores este año. De aquí a 2029 serán 400.000 millones, pero su facturación es de sólo 13.000 millones. La viabilidad de muchas empresas es incierta, por eso chips más asequibles y con mayor disponibilidad como los de AMD podrían redefinir el mercado. Aunque una burbuja es posible, estas inversiones fomentan la innovación lo que, a largo plazo, beneficia a toda la industria. En La ContraRéplica: 0:00 Introducción 3:52 La carrera de la IA se calienta 35:00 Premios iVoox - https://premios.ivoox.com/ 37:31 Gaza y el nuevo orden internacional 46:35 La alcaldada de Isabel Izquierdo Peraile · Canal de Telegram: https://t.me/lacontracronica · “Contra el pesimismo”… https://amzn.to/4m1RX2R · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK Apoya La Contra en: · Patreon... https://www.patreon.com/diazvillanueva · iVoox... https://www.ivoox.com/podcast-contracronica_sq_f1267769_1.html · Paypal... https://www.paypal.me/diazvillanueva Sígueme en: · Web... https://diazvillanueva.com · Twitter... https://twitter.com/diazvillanueva · Facebook... https://www.facebook.com/fernandodiazvillanueva1/ · Instagram... https://www.instagram.com/diazvillanueva · Linkedin… https://www.linkedin.com/in/fernando-d%C3%ADaz-villanueva-7303865/ · Flickr... https://www.flickr.com/photos/147276463@N05/?/ · Pinterest... https://www.pinterest.com/fernandodiazvillanueva Encuentra mis libros en: · Amazon... https://www.amazon.es/Fernando-Diaz-Villanueva/e/B00J2ASBXM #FernandoDiazVillanueva #nvidia #amd Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

OpenAI's halo effect crowns a new AI kingmaker, shaking up a space once ruled by Nvidia's Jensen Huang. AMD's Lisa Su rides early gains as tech euphoria lifts markets to record highs. Meanwhile, AI euphoria and a big tech rebound push the Nasdaq and S&P to record highs, though futures signal a pullback as Wall Street reacts to a new warning from a famed investor. And finally, in Washington, the shutdown hits day seven, raising fears of an economic shock. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Advanced Micro Devices has signed a deal with OpenAI to deploy 6 gigawatts of AI chips over multiple years, in a deal that could generate tens of billions of dollars in new revenue. AMD CEO Lisa Su and OpenAI President Greg Brockman speak with hosts Ed Ludlow and Caroline Hyde to discuss the deal. See omnystudio.com/listener for privacy information.

Die Wall Street ist sich darüber einig, dass wir uns bei den KI-Werten in einer Spekulationsblase befinden, mit Vergleichen zur Dotcom-Bubble der 1990er Jahre. Die Frage ist allerdings, in welcher Zeitspanne wir uns genau befinden. Befinden wir uns erst in der Phase des Jahres 1995, stehen wir erst am Anfang des Booms. Der Hedgefondsmanager Paul Tudor geht davon aus, dass die aktuelle Phase eher mit dem Jahr 1998 zu vergleichen ist, mit dem finalen und starken letzten Melt-up noch vor uns. Vor dem Opening hebt Dell Technologies die Ertrags- und Umsatzaussichten an. IBM profitiert von einer neuen Kooperation mit Anthropic, und tendiert freundlich. Bei AMD sehen wir wiederum weiter steigende Kursziele. Wells Fargo sieht die Aktie bis auf $275 steigen. Die UBS hat ein Ziel von $265. Die Ertrags- und Umsatzaussichten werden teils deutlich angehoben. Auch der CEO von AMD betont, dass viele das Potenzial von KI noch unterschätzen. Ein Podcast - featured by Handelsblatt. +++ Individuell, aktiv und ausgezeichnet: Die Vermögensverwaltung von DJE – mehr unter https://www.dje.de/vv +++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html Impressum: https://www.360wallstreet.de/impressum

00:00 Introducción 00:15 OpenAI se asocia con AMD para crecer en la IA La empresa dirigida por Lisa Su suministrará chips Instinct M1450 a OpenAI para abastecer centros de datos alrededor del proyecto Stargate. 01:40 Apps de transporte ofrecen viajes en moto pese a prohibición en CDMX Plataformas como DiDi y Uber operan e incluso cuentan con campañas activas sobre este servicio en sus redes sociales. 03:44 El e-commerce recurre a la IA para evitar falsos rechazos Con el apoyo de soluciones basadas en IA, empresas como Samsung buscan evitar falsos rechazos y personalizar el viaje digital del cliente

What's the role of semiconductors—and the companies that make them—in powering human progress? What does it look like to innovate thoughtfully in a landscape where the demand for power may be higher than the supply? With AI evolving faster and faster, how can we keep up?  Advanced Micro Devices (AMD) CEO Lisa Su joins the show to talk about hardware, global manufacturing, and risk-taking. She shares what she has learned leading AMD from near-bankruptcy a decade ago to its current standing as one of the world's leading chipmakers. Lisa also weighs in on geopolitics, the AI arms race, startups, what makes her want to hire someone, and AI's enormous potential to advance healthcare for humankind.  For more info on the podcast and transcripts of all the episodes, visit https://www.possible.fm/podcast/  Topics: 2:46 - Hellos and intros 2:54 - The origins of Lisa's interest in hardware 4:19 - Deciding to bet on chips 6:06 - MIT and early engineering days 6:28 - Google Gemini defines "bunny suits" 8:25 - Differences between AMD and NVIDIA 10:25 - AI's potential to improve healthcare 16:27 - Driving AMDs comeback 19:40 - Making patience and long-term vision a company-wide virtue 22:06 - Vision for the next 10 years 24:59 - Midroll 25:16 - The impact of geopolitics on AMD 28:38 - Environmental implications of chip production   30:41 - Major hardware innovations in the start-up space 32:14 - AI driving coding acceleration 33:47 - How AMD encourages employees to leverage AI 35:22 - Identifying and empowering talent   39:08 - Rapid-fire questions Select mentions:  Liquid.ai The Worlds I See by Dr. Fei-Fei Li  Possible is an award-winning podcast that sketches out the brightest version of the future—and what it will take to get there. Most of all, it asks: what if, in the future, everything breaks humanity's way? Tune in for grounded and speculative takes on how technology—and, in particular, AI—is inspiring change and transforming the future. Hosted by Reid Hoffman and Aria Finger, each episode features an interview with an ambitious builder or deep thinker on a topic, from art to geopolitics and from healthcare to education. These conversations also showcase another kind of guest: AI. Each episode seeks to enhance and advance our discussion about what humanity could possibly get right if we leverage technology—and our collective effort—effectively.

Katie and Danny unpack Nvidia's $47 billion second-quarter revenue – more than it made in all of 2023. But can anyone challenge its dominance? Danny interviews AMD's Lisa Su, head of the American chipmaker that designs the processors powering everything from PCs to data centres, about the company's turnaround, China, and whether Nvidia's crown is within reach.Image: Getty Hosted on Acast. See acast.com/privacy for more information.

This week on If/Then, we're sharing an episode of View From The Top: The Podcast, an audio series featuring leaders from around the world in conversation with MBA students. Recorded live at the CEMEX Auditorium at Stanford Graduate School of Business, episodes feature insights on effective leadership, the values that guide it, and lessons learned along the way.Lisa Su, the chair and CEO of Advanced Micro Devices (AMD), leads one of the world's most influential technology companies, a pioneer in high-performance computing and designer of chips that power everything from cellphones to supercomputers.Su joins Michael Liu, MBA '25, to talk about what it takes to stay on the cutting edge of technology, the tremendous potential of artificial intelligence, and why her superpower may be her commitment to learning.“Careers are very much by chance,” Su says. “The nice thing about my early career is I was lucky enough to have bosses who asked me all the time, ‘What do you want to be when you grow up?' And I was like, ‘I don't know. Let me think about [it]...what I like to believe is the ability to learn at each step was what really helped me in my career.”This conversation was recorded on February 24, 2025. More Resources: • Lisa Su • GSB Insights • View From The Top If/Then is a podcast from Stanford Graduate School of Business that examines research findings that can help us navigate the complex issues we face in business, leadership, and society.Chapters: (00:00:00) Introduction Kevin Cool introduces a summer spotlight on other podcasts, featuring View from the Top.(00:00:59) Meet Lisa Su Michael Liu introduces Lisa Su, AMD CEO, and highlights her career transformation.(00:04:13) Growing Up & MIT Years Lisa reflects on her immigrant upbringing and her journey through three degrees at MIT.(00:05:43) Discovering Semiconductors A part-time lab job at MIT ignites Lisa's passion for chip technology.(00:07:21) From Engineer to Leader Lisa describes her transition from technical work to managing people and projects.(00:11:19) Tackling Hard Problems How curiosity and teamwork help Lisa embrace high-stakes technical challenges.(00:13:40) Betting on Talent Lisa recounts moments when she was given a chance—and how she now pays that forward.(00:17:03) Becoming CEO at AMDWhat brought Lisa to AMD and the unexpected call to lead the company.(00:21:51) Strategy in a TurnaroundHow AMD focused on high-performance computing and long-term bets.(00:25:41) Cultural Shift at AMD Lisa outlines how AMD's culture became collaborative, ambitious, and learning-driven.(00:27:19) AI & Global Tech PoliticsThe complex intersection of AI innovation and geopolitical regulation.(00:32:37) Open vs. Closed AI PlatformsAMD's open-source AI approach with NVIDIA's more vertical model.(00:38:54) Future Vision & Final ReflectionsLisa offers advice to MBAs and shares what she wants her legacy at AMD to be. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

รู้ไหมว่า Jeff Bezos, Tim Cook, Sundar Pichai, Lisa Su, Mary Barra และ Jensen Huang มีอะไรเหมือนกัน? พวกเขาล้วนเป็นวิศวกร! และตอนนี้กำลังนั่งเก้าอี้ผู้บริหารระดับสูงของบริษัทระดับโลก ในอดีต ถ้าอยากเป็นซีอีโอ ทุกคนมักหมายปองปริญญา MBA แต่แนวโน้มนี้กำลังเปลี่ยนไป Harvard Business Review ได้เปิดโปงความจริงว่าในปี 2018 ผู้บริหารจบวิศวกรรมเยอะกว่าจบ MBA ถึง 34 ต่อ 32 คน เลือกฟังกันได้เลยนะครับ อย่าลืมกด Follow ติดตาม PodCast ช่อง Geek Forever's Podcast ของผมกันด้วยนะครับ #วิศวกรCEO #เส้นทางสู่ซีอีโอ #ผู้นำยุคใหม่ #EngineerCEO #SuccessStory #ElonMusk #JeffBezos #Microsoft #Tesla #SpaceX #Dyson #SuccessTips #Leadership #BusinessSuccess #Innovation #Technology #StartupThailand #DigitalTransformation #FutureOfBusiness #CareerGoals #geektalk #geekforeverpodcast

What's the secret to building a fulfilling career? Nicolai Tangen shares some of the most powerful advice he's gathered from his extraordinary guests on In Good Company over the years. Hear from AMD's Lisa Su on running towards problems, Bill Gates on continuous learning, and NVIDIA's Jensen Huang's contrarian take on passion. You'll also get career wisdom from Mary Barra of General Motors, Goldman Sachs' David Solomon's 'two-thirds rule,' and Ferrari CEO Benedetto Vigna's four-pillar success framework. Plus insights from poker champion Annie Duke, Accenture's Julie Sweet on living without regrets, and legendary investor Stan Druckenmiller's unconventional advice. Wondering what personal advice Nicolai has for you? Don't miss this episode!In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Isabelle Karlsson. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedIn Hosted on Acast. See acast.com/privacy for more information.

Advanced Micro Devices shares fell on Wednesday after the company failed to deliver a clear outlook for resuming sales in China, a crucial market for the second-largest maker of artificial intelligence processors. CEO Lisa Su speaks to Bloomberg's Ed Ludlow and Caroline Hyde as tariff concerns overshadow its upbeat AI Forecast.See omnystudio.com/listener for privacy information.

Today's show:Jason's back and filling us in on his experiences in Washington DC, at the All-In AI Summit, including getting a Trump shoutout from stage, debating immigration with VP Vance, and calling out Sec. Wright for dismissing solar power.THEN Jason and Alex talk about the immense promise of open-source robotics and check out Hugging Face's Reachy…PLUS picking apart the White House's new AI-related executive orders, why Jason is afraid of China repeating its Huawei success, a free exchange about tariffs vs. free trade, AND a pressing query from a founder on Reddit: how bad is it to add AI to your product too early?Timestamps:(0:00) INTRO, Alex updates Jason about all this week's TWiST 500 interviews(03:33) Inside Jason's experiences at this week's All In AI Summit with POTUS!(05:33) Jason's back and forth on solar power with US Energy Sec. Chris Wright(09:56) Inbound - Use code TWIST10 for 10% off your General Admission ticket at [https://www.inbound.com/register](https://www.inbound.com/register.) (Valid thru 7/31)(11:02) Promo end(16:54) Jason asks AMD CEO Lisa Su about reaching “superintelligence” and whether it could trigger an unemployment crisis(19:51) Bolt - Don't be left behind. Build apps quickly without knowing how to code with Bolt.new. Try it free at https://www.bolt.new/twist.(20:44) Promo end(23:42) Jason says… any time you have to wait days or weeks for a service or product, there's a MASSIVE opportunity.(26:16) What do Trump's new AI executive orders actually say?(27:27) Which EO's are red meat for Trump's base, and which ones are likely to become laws and have real impact?(29:50) Public - Take your investing to the next level with Public. Build a multi-asset portfolio and earn 4.1% APY on your cash—with no fees or minimums. Start now at https://public.com/twist.(31:05) Promo end(35:17) How Huawei went worldwide and why Jason doesn't want that to happen again with AI.(38:32) Jason and Alex have a little tariff vs. free trade debate.(47:03) VP Vance complained about US tech companies laying off Americans, then hiring immigrants; Jason gives his take(53:35) Jason answers a Reddit question: Is adding AI to your product too early a TRAP?Check out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpThank you to our partners:(09:56) Inbound - Use code TWIST10 for 10% off your General Admission ticket at [https://www.inbound.com/register](https://www.inbound.com/register.) (Valid thru 7/31)(19:51) Bolt - Don't be left behind. Build apps quickly without knowing how to code with Bolt.new. Try it free at https://www.bolt.new/twist.(29:50) Public - Take your investing to the next level with Public. Build a multi-asset portfolio and earn 4.1% APY on your cash—with no fees or minimums. Start now at https://public.com/twist.*Disclaimer:All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability—verify independently before use.Rate as of 7/18/25. APY is variable and subject to change.

(0:00) James Litinsky, MP Materials (13:32) Lisa Su, AMD (29:45) Chase Lochmiller, Crusoe (43:26) Jensen Huang, Nvidia Thanks to our partners for making this happen: NYSE : https://www.nyse.com Visa: https://usa.visa.com Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect

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Jon sits down with AMD Chair & CEO Lisa Su at the company's AI event where she unveiled a new raft of AI products. Our Steve Liesman breaks down the day's data, dollar, and yields. Markets in focus with Ryan Detrick of Carson Group and Barbara Doran of BD8 Capital. Plus: Coinbase CEO Brian Armstrong from the Crypto Summit on what's next for the industry, and Menlo Ventures' Shawn Carolan, a Chime board member, on the company's IPO and stock pop.

Lisa Su, the chair and CEO of Advanced Micro Devices (AMD), leads one of the world's most influential technology companies, a pioneer in high-performance computing and designer of chips that power everything from cellphones to supercomputers.On this episode of View From The Top: The Podcast, Su joins Michael Liu, MBA '25, to talk about what it takes to stay on the cutting edge of technology, the tremendous potential of artificial intelligence, and why her superpower may be her commitment to learning.“Careers are very much by chance,” Su says. “The nice thing about my early career is I was lucky enough to have bosses who asked me all the time, ‘What do you want to be when you grow up?' And I was like, ‘I don't know. Let me think about [it]...what I like to believe is the ability to learn at each step was what really helped me in my career.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In a conversation with HBR editor-at-large Adi Ignatius, Lisa Su, CEO of leading semiconductor company AMD, discusses the company's evolution toward high-performance and adaptive computing, the future of AI use in different sectors, and the importance of responsible risk-taking. She advocates for fast experimentation and implementation while ensuring safety through initiatives like AMD's Responsible AI Council, active learning within the organization and among industry peers, and the hiring of diverse talent to drive innovation. Time Magazine recently named Su their "CEO of the Year." Key episode topics include: artificial intelligence, computing, machine learning, technology, decision-making, implementation, experimentation, ChatGPT, OpenAI, strategy HBR On Strategy curates the best conversations and case studies with the world's top business and management experts, to help you unlock new ways of doing business. New episodes every week. Watch the full YouTube video: How AMD's Lisa Su is Thinking About AIWatch more videos on HBR's YouTube channelDiscover 100 years of Harvard Business Review articles, case studies, podcasts, and more at HBR.org]]>

In 2014, when Lisa Su took over as CEO of Advanced Micro Devices, AMD was on the verge of bankruptcy. Su bet hard on hardware and not only pulled the semiconductor company back from the brink, but also led it to surpass its historical rival, Intel, in market cap. Since the launch of ChatGPT made high-powered chips like AMDs “sexy” again, demand for chips has intensified exponentially, but so has the public spotlight on the industry — including from the federal government.  In a live conversation, at the Johns Hopkins University Bloomberg Center, as part of their inaugural Discovery Series, Kara talks to Su about her strategy in face of the Trump administration's tariff and export control threats, how to safeguard the US in the global AI race, and what she says when male tech leaders brag about the size of their GPUs. Listen to more from On with Kara Swisher here. Learn more about your ad choices. Visit podcastchoices.com/adchoices

President Trump has reached a trade deal with the United Kingdom, and the Federal Reserve is keeping interest rates steady. The decision prompted a post from President Trump calling Fed Chair Jay Powell a “fool,” but one that he likes. CNBC's Steve Liesman breaks down Chair Powell's commentary and the latest economic data. Senator Ted Cruz (R-TX) discusses US competition in AI ahead of his hearing with tech leaders including OpenAI's Sam Altman and AMD's Lisa Su. Sen. Cruz discusses the Trump administration's tariffs and price controls on Medicaid drugs. Plus, Scott Bok was chair of the University of Pennsylvania's board when the university's president was pushed out after the Israel-Hamas war began in 2023. In this episode, he discusses the shifting culture and politics both on and toward U.S. college campuses. Sen. Ted Cruz - 22:42Scott Bok - 36:10 In this episode:Ted Cruz, @SenTedCruzSteve Liesman, @steveliesmanBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie

In 2014, when Lisa Su took over as CEO of Advanced Micro Devices, AMD was on the verge of bankruptcy. Su bet hard on hardware and not only pulled the semiconductor company back from the brink, but also led it to surpass its historical rival, Intel, in market cap. Since the launch of ChatGPT made high-powered chips like AMDs “sexy” again, demand for chips has intensified exponentially, but so has the public spotlight on the industry — including from the federal government.  In a live conversation, at the Johns Hopkins University Bloomberg Center, as part of their inaugural Discovery Series, Kara talks to Su about her strategy in face of the Trump administration's tariff and export control threats, how to safeguard the US in the global AI race, and what she says when male tech leaders brag about the size of their GPUs. Questions? Comments? Email us at on@voxmedia.com or find us on Instagram, TikTok, and Bluesky @onwithkaraswisher. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Thanks to AMD for being a great partner! Enter to win one of the 3 Radeon 9070 XTs signed by Dr Lisa Su: https://bit.ly/4iCW83R Get 20% off DeleteMe US consumer plans when you go to https://joindeleteme.com/WAN and use promo code WAN at checkout. DeleteMe International Plans: https://international.joindeleteme.com/ Level up your streaming and recording game with XSplit Broadcaster! Get 30% off your first purchase or subscription with code WANSHOW30 at https://lmg.gg/xsplitwan Buy something from dbrand so they have an excuse to keep messing with Linus. Visit http://dbrand.com/WAN Check out Dell laptops at: https://lmg.gg/dellprowan Pick up a Secretlab Titan Evo Ergonomic Gaming Chair today at: https://lmg.gg/secretlabwan Get a special deal on Private Internet Access VPN today at https://www.piavpn.com/LinusWan Purchases made through some store links may provide some compensation to Linus Media Group. Learn more about your ad choices. Visit megaphone.fm/adchoices

As 2024 comes to an end, we take a look back at some of the biggest themes that emerged on Behind the Tech over this incredibly exciting year for tech and AI: creativity, education, and transformation. And we take a stroll through some of Kevin's obsessions – from ceramics to Maker YouTube to classical piano – alongside guests like Xyla Foxlin, Lisa Su, Ben Laude, Ethan Mollick, Refik Anadol, and more.  Kevin Scott    Behind the Tech with Kevin Scott    Discover and listen to other Microsoft podcasts.    

Two momentous events have recently rocked the computing world: First, Intel CEO Pat Gelsinger abruptly stepped down this week, less than four years after taking the company's helm, and before completing the ongoing transition to its next-generation chip fabrication, and second, Microsoft has removed the venerable WordPad from current and future versions of Windows. We convene to try to make sense of both of these unexpected happenings (and talk a lot about word processors along the way).Cling to WordPad for dear life: https://www.pcworld.com/article/2376881/how-to-get-wordpad-back-windows-11-24h2.htmlThe Microsoft Fandom wiki: https://microsoft.fandom.com/wiki/Windows_95 Support the Pod! Contribute to the Tech Pod Patreon and get access to our booming Discord, a monthly bonus episode, your name in the credits, and other great benefits! You can support the show at: https://patreon.com/techpod

Lisa Su has transformed AMD into a global leader in AI and high-performance computing.In this episode of the AI Revolution (AIR) series , Bob Swan, a16z Operating Partner and former CEO of Intel, sits down with Lisa Su, CEO of AMD, to discuss how her leadership has propelled AMD's growth and positioned the company at the forefront of AI innovation.They explore AMD's pivotal role in democratizing the benefits of gen AI, the evolution of AI computing, and the importance of open ecosystems and partnerships in driving technological breakthroughs.Resources: Find Lisa on X: https://x.com/lisasuFind Bob on X: https://x.com/bobswanStay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.