Is Nvidia’s stock cheap?
“It’s been cheap for a while. Great company, great CEO,” EMJ Capital Founder and President Eric Jackson says.
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Wall Street keeps asking if the AI boom is slowing down. AMD CEO Lisa Su says she’s seeing the exact opposite.
In this interview with Yahoo Finance Executive Editor Briqan Sozzi, Dr. Lisa Su explains why AI infrastructure demand continues to accelerate, how AI agents are changing the economics of computing, why inference has become the industry’s biggest growth driver, and why AMD believes the AI opportunity is still in its early stages.
Timestamps
00:00 AMD’s AI announcements
01:15 Why inference is overtaking training
02:25 What’s surprising about AI adoption
03:56 AI agents change everything
05:16 What Helios does differently
06:33 Why one company won’t win AI
07:50 Is Wall Street missing the AI story?
09:45 Is AI demand slowing down?
10:08 AMD’s $5 billion Anthropic investment
11:50 Why the AI ecosystem is working together
12:41 Lisa Su reflects on AI’s biggest moment
#AMD #LisaSu #AI #ArtificialIntelligence #OpenAI #Anthropic #Semiconductors #Technology #YahooFinance
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Even though the company was bleeding money, laden with debt and staring down a potential bankruptcy, becoming chief executive of chip maker Advanced Micro Devices was a dream job for Lisa Su.
“When you grow up as a tech person — and I spent my career in semiconductors — there aren’t that many large US semiconductor companies. So I was really excited to become CEO,” Su told CNN Business. She liked that she could walk around a Best Buy and pick up a laptop, knowing that the microchip or processor her company built was powering it.
Not everyone would have been so enthusiastic. When Su took the helm of AMD in 2014, its stock was heading toward an all-time low.
But Su, now one of the most powerful women in tech, likes a challenge. She says that’s why she became an engineer in the first place. She had to make bold bets — some of which wouldn’t begin pay off for five years — to turn AMD around.
Read more about AMD’s turnaround: https://cnn.it/340nLyv
Producers: Richa Naik, Frank Fenimore, Logan Whiteside
#CNN
#AMD
#Business
CNN Business’ Risk Takers is a series hosted by Rachel Crane about the leaders making the biggest bets designed to push global business into the future. https://cnn.it/2QguYFc
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