Archive · 21 Nov 2025
AMD's Lisa Su Challenges Nvidia's Dominance in AI Chip Market
AMD's leader, Lisa Su, changed the company's focus to AI chips three years ago.
Since then, AMD's value has grown a lot.
They made big deals with important companies.
Su thinks the AI market is big and not a bubble.
AMD wants to become a big player in AI chips in the next few years.
Lisa Su, AMD's CEO, pivoted the company towards AI in 2022
AMD's market value has grown from $90B to $335B in three years
AMD secured major deals with Oracle, OpenAI, and Saudi Arabia's AI venture
Su believes AI market is not a zero-sum game and is not concerned about an AI bubble
AMD aims to achieve double-digit market share in AI chips in the next 3-5 years
- Who
- Lisa Su, AMD's CEO
- What
- Pivoted AMD towards AI chips and secured major deals
- When
- 2022-present
- Where
- Austin, Texas (AMD's campus); global (deals with Oracle, OpenAI, Saudi Arabia)
- Why
- To compete with Nvidia and capitalize on the growing AI market
AI Bubble Concerns
AI Market Optimism
AI Spending
AI Bubble Concerns
Concerns about overheated market and unsustainable financing
AI Market Optimism
Lisa Su believes AI market is not a zero-sum game and is not concerned about an AI bubble
- Market Value Growth
- From $90B to $335B in 3 years
- AI Market Prediction
- Reach $1T annually by 2030
- AMD's AI Chip Share
- 3-5% currently, aiming for double-digit in 3-5 years
- AMD's AI Chip Line
- Instinct, with MI450 being the most powerful