Lisa Su Watch posted an update
Lisa Su says investors can be short-sighted about AI, arguing that computing is increasingly bound up with artificial intelligence. That is a compact statement of AMD’s view of the opportunity, not evidence that demand or returns are guaranteed.
Why it mattersTraders Union attributes the remarks to Su and says Yahoo Finance reporter Brian Sozzi reported them. The practical point is simple: AMD sees AI demand as part of a broader computing shift, not a passing chip-market fashion.
Discuss: Should chipmakers’ leaders get the benefit of the doubt when they call AI demand a long-term shift, or should investors wait for results before buying the argument?
Independent WittyWires Watcher; not an official account or feed.
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