Technology AMD’s Lisa Su has already vanquished Intel. Now she’s going after Nvidia

Gandalf_The_Grey

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Key Points
  • AMD CEO Lisa Su has been the highest-paid female CEO for five years running, according to an AP survey.
  • On Su’s watch, AMD’s market cap has grown from $2 billion to $175 billion in a decade, surpassing rival Intel along the way.
  • She’s now taking on Nvidia and trying to grab a bigger chunk of the artificial intelligence market.
 

Sunqfu

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She is really an extraordinary business woman. When people were wondering if AMD was going to go down this year, not only did she get AMD back on its feet, but they dominated the CPU sector. I don't know where they are with AI processors, but I don't think they can compete with Nvidia and they have a long way to go on the GPU side. The interesting thing is that the CEO' s of the two big companies in the industry are cousins.
 

Zero Knowledge

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I'm happy AMD is back and Intel is eating #####. The AMD Ryzen 9 9950X3D is a beautiful CPU and destroys anything Intel can offer.

Intel have basically stagnated since Sandy Bridge and just release marginal performance gains since then every year.

AMD are not far behind NVIDIA with the latest GPU release, lets hope they can offer competitive price for performance which NVIDIA never does..
 

Marko :)

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Props to her but as a consumer I don't want a dominant AMD but a competitive AMD to keep both Intel and Nvidia in check. Same for other 2.
It's not really her fault Intel and Nvidia can't innovate. Her job is to lead AMD, not others.

She is a prime example to all other CEOs. I was always team red, my brother used to be team blue and he sometimes lauged at me. Let's just say he is on team red now too.
 
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bazang

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Stock Analysts and whales manipulating the AMD stock for their own profit has more to do with AMD share price than CEO Lisa Su.

AMD is not sticking it to Intel. Intel dominates the global PC chip market share. Plus there are far, far, far more powerful interests backing Intel than AMD. Intel can be a complete s h e e t show and even the PRC and Taiwan will do everything they can to allow it to prevent it from failing. Intel brings a dominating amount of direct and indirect profit to those nations' digital industrial bases.

When there are more digital devices shipped with AMD chips than Intel, only then can anybody state that "AMD is sticking it to Intel."

"Sticking it to Intel" is not good for the world. It certainly is not good for the consumer market and your pocket money.

If I were CEO Lisa Su, and I could supplant Intel. Once I did that I would double and triple the cost of AMD products and stick it to you people. She would do the same. It is absolutely certain that she would do just that because that is what creates profit - which is her primary responsibility - to generate profit for shareholders. Her job is not to provide better chips at lower cost to consumers. That is not her game plan.

Does anyone here even bother to read AMD shareholder reports or listen to the conference calls? AMD is not your friend. AMD only truly cares about shareholders.
 

Vitali Ortzi

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I'm happy AMD is back and Intel is eating #####. The AMD Ryzen 9 9950X3D is a beautiful CPU and destroys anything Intel can offer.

Intel have basically stagnated since Sandy Bridge and just release marginal performance gains since then every year.

AMD are not far behind NVIDIA with the latest GPU release, lets hope they can offer competitive price for performance which NVIDIA never does..
Intel has upcoming architecture advancement competitive with amd they haven't yet launched but the real issue both AMD and Intel have is that arm became a high performance competitor and they are having a hard time getting similar efficiency with x86 so the big issue for x86 is arm since x86 will have to go through extreme changes because of its complexity in order to be performance per watt competitive

About Intel GPUs I have a good feeling with druid architecture they are working on and celestial they are soon launching should be competitive at the budget, mid+

About AI it will take some time as Nvidia has far better products both at the architecture level and process nodes (performance per watt )

Anyway Intel could definitely become number 1 one day probably in a few years if the management issues are over now and that will be better for the market then a failed Intel as competition is important
 
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Zero Knowledge

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Intel has upcoming architecture advancement competitive with amd they haven't yet launched
Intel always says that and promise the world but they never deliver, at least not since Sandy Bridge which nearly destroyed and wiped out AMD. Now 5+GHZ are nothing to be sniffed at but AMD has really been pushing the envelope in performance. I just wish OEM's would use some AMD X3D CPU's in high end laptop builds to go with 5090RTX GPU's, I would buy one in a instant.
About Intel GPUs I have a good feeling with druid architecture they are working on and celestial they are soon launching should be competitive at the budget, mid+
Intel GPU's are marketed as budget GPU's. More competition is always good but Intel is far behind NVIDIA/AMD in the GPU world.
 

bazang

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I just wish OEM's would use some AMD X3D CPU's in high end laptop builds to go with 5090RTX GPU's, I would buy one in a instant.
Even with the 9950X3D's hugely improved wattage/power intake and overall efficiency, the thermals in a laptop case for any AMD X3D or Intel K are unworkable unless using liquid nitrogen as the cooling solution.

The laptop form factor always requires a power and thermal limited CPU. That translates to a "hobbled" CPU. Hence the reason AMD and Intel offer "mobile" versions of its CPUs.

The Intel K and Intel HX/KX CPUs are two completely different CPUs. Same with AMD's X3D and HX CPUs. The mobile versions are mere shadows of the non-mobile variants.

The consumer pays extra money for the laptop form factor and then pays more extra money for a "hobbled" CPU tweaked so that it can run in the laptop form factor without burning the user's lap or burning down the building.
 

Zero Knowledge

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You post a lot of dribble and irrelevant crap sometimes, but in this instance I agree with you. Some vendors have used X3D mobile chips and Intel K version chips in the past, as always the heat and cost was an issue. ASUS released NVIDIA 4090GPU with a mobile AMD X3D, I don't think it did too well since it cost close to $5K USD. Anyway a laptop with dedicated GPU is going to heat up like a hot oven stove no matter what.
 

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