{"id":23864,"date":"2026-04-13T03:21:58","date_gmt":"2026-04-13T03:21:58","guid":{"rendered":"https:\/\/www.europesays.com\/people\/23864\/"},"modified":"2026-04-13T03:21:58","modified_gmt":"2026-04-13T03:21:58","slug":"meet-lisa-su-ceo-of-chipmaker-amd-thats-supplying-openai-with-chips","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/people\/23864\/","title":{"rendered":"Meet Lisa Su: CEO of Chipmaker AMD That&#8217;s Supplying OpenAI With Chips"},"content":{"rendered":"<p>UPDATE, October 6, 2025: This article was originally published on October 4, 2025. It has been updated after AMD announced it had entered into a multi-year deal to provide chips to OpenAI.<\/p>\n<p>Lisa Su is the engineer behind one of the most dramatic corporate turnarounds in the tech industry.<\/p>\n<p>The Taiwanese American CEO is widely credited with transforming AMD from a struggling semiconductor firm on the brink of collapse into a global powerhouse competing head-to-head with Intel and Nvidia.<\/p>\n<p>On Monday, the company <a target=\"_self\" rel=\"noopener noreferrer nofollow\" class=\"c-link\" href=\"https:\/\/www.businessinsider.com\/openai-amd-chips-deal-nvidia-ai-2025-10\" data-track-click=\"{&quot;element_name&quot;:&quot;body_link&quot;,&quot;event&quot;:&quot;tout_click&quot;,&quot;index&quot;:&quot;bi_value_unassigned&quot;,&quot;product_field&quot;:&quot;bi_value_unassigned&quot;}\">announced<\/a> that it had agreed to a massive multi-year deal to provide its AI chips to OpenAI. The announcement sent AMD&#8217;s stock soaring as much as 27% in premarket trading.<\/p>\n<p>When Su joined AMD in 2012, the company&#8217;s market value was under $2 billion. Within a decade of her leadership, AMD&#8217;s innovations in high-performance computing and graphics, especially the Ryzen <a target=\"_self\" class=\"\" href=\"https:\/\/www.businessinsider.com\/guides\/tech\/what-is-a-cpu\" data-track-click=\"{&quot;element_name&quot;:&quot;body_link&quot;,&quot;event&quot;:&quot;tout_click&quot;,&quot;index&quot;:&quot;bi_value_unassigned&quot;,&quot;product_field&quot;:&quot;bi_value_unassigned&quot;}\" rel=\"nofollow noopener\">CPUs and<\/a> EPYC server processors, catapulted the company&#8217;s value to roughly $270 billion as of October 2025.<\/p>\n<p>But Su&#8217;s leadership has not been without challenges. AMD&#8217;s two largest competitors, Nvidia and Intel, are now working together in a strategic collaboration. Under the second Trump administration, export regulations related to China, one of AMD&#8217;s largest markets, are also constantly changing.<\/p>\n<p>Here&#8217;s a look at the timeline of Su&#8217;s career, from her early life in New York City to her role as one of the most influential women in tech and innovation:<\/p>\n<p>                                Early life, family<\/p>\n<p>                                      <img decoding=\"async\" class=\"lazy-image label-md\" src=\"data:image\/svg+xml,%3Csvg xmlns=\" http:=\"\" viewbox=\"0 0 1 1\" data-content-type=\"image\/jpeg\" data-srcs=\"{&quot;https:\/\/i.insider.com\/68dc660d5dbc4fd10da9e874&quot;:{&quot;contentType&quot;:&quot;image\/jpeg&quot;,&quot;aspectRatioW&quot;:8285,&quot;aspectRatioH&quot;:5519}}\" alt=\"Skyline of Taipei\"\/><\/p>\n<p>                                              Lisa Tzwu-Fang Su was born in Tainan, Taiwan, in 1969.<\/p>\n<p>                                                Tony Shi Photography\/Getty Images          <\/p>\n<p>Lisa Tzwu-Fang Su was born in Tainan, Taiwan, in 1969, to Su Chun-hwai and Sandy Lo. Her family immigrated to the US when she was around the age of three, because her father, a statistician, was pursuing his graduate studies at the University of Texas in Austin. Her mother at that time was an accountant. The family eventually settled down in Queens, New York City.<\/p>\n<p>As a child, Su liked to take apart and rebuild remote-controlled cars and other gadgets, which sparked her interest in engineering. She eventually attended The Bronx High School of Science and graduated in 1986.<\/p>\n<p>                                Education<\/p>\n<p>                                      <img decoding=\"async\" class=\"lazy-image label-md\" src=\"data:image\/svg+xml,%3Csvg xmlns=\" http:=\"\" viewbox=\"0 0 1 1\" data-content-type=\"image\/jpeg\" data-srcs=\"{&quot;https:\/\/i.insider.com\/66673019e0790490181771db&quot;:{&quot;contentType&quot;:&quot;image\/jpeg&quot;,&quot;aspectRatioW&quot;:1024,&quot;aspectRatioH&quot;:683}}\" alt=\"MIT, the Massachusetts Institute of Technology in Cambridge, Massachusetts\"\/><\/p>\n<p>                                              Su attended the Massachusetts Institute of Technology in Boston for many years.<\/p>\n<p>                                                Sergi Reboredo\/VW Pics\/Universal Images Group via Getty Images          <\/p>\n<p>Su attended the Massachusetts Institute of Technology in Boston for many years and focused on electrical engineering. She eventually completed her bachelor&#8217;s, master&#8217;s, and doctoral degrees all at MIT throughout the 1990s.<\/p>\n<p>Su&#8217;s doctoral work on MOSFETs \u2014 tiny electronic switches inside computer chips \u2014 helped cement her future in some of the world&#8217;s best-known semiconductor companies.<\/p>\n<p>                                Semiconductor research<\/p>\n<p>                                      <img decoding=\"async\" class=\"lazy-image label-md\" src=\"data:image\/svg+xml,%3Csvg xmlns=\" http:=\"\" viewbox=\"0 0 1 1\" data-content-type=\"image\/jpeg\" data-srcs=\"{&quot;https:\/\/i.insider.com\/67e3505963d72727e1983d87&quot;:{&quot;contentType&quot;:&quot;image\/jpeg&quot;,&quot;aspectRatioW&quot;:6384,&quot;aspectRatioH&quot;:4256}}\" alt=\"A view of the IBM Australia building in Melbourne\"\/><\/p>\n<p>                                              Lisa Su once led the IBM Semiconductor R&amp;D Center.<\/p>\n<p>                                                Hollie Adams\/REUTERS          <\/p>\n<p>After leaving the academic environment, Su worked in engineering, research, and managerial positions at Texas Instruments, IBM, and Freescale Semiconductor.<\/p>\n<p>As the lead scientist <a target=\"_self\" class=\"\" href=\"https:\/\/www.businessinsider.com\/ibm-stock-price-quantum-computing-hsbc-bond-trading-markets-2025-9\" data-track-click=\"{&quot;element_name&quot;:&quot;body_link&quot;,&quot;event&quot;:&quot;tout_click&quot;,&quot;index&quot;:&quot;bi_value_unassigned&quot;,&quot;product_field&quot;:&quot;bi_value_unassigned&quot;}\" rel=\"nofollow noopener\">at the IBM<\/a> Semiconductor R&amp;D Center, she contributed to the development of copper interconnects in chips, replacing aluminum ones. Her later role as senior vice president and general manager at Freescale, where she prepared the company for its IPO, gave Su the experience she needed to take on roles beyond research.<\/p>\n<p>                                Joining AMD<\/p>\n<p>                                      <img decoding=\"async\" class=\"lazy-image label-md\" src=\"data:image\/svg+xml,%3Csvg xmlns=\" http:=\"\" viewbox=\"0 0 1 1\" data-content-type=\"image\/jpeg\" data-srcs=\"{&quot;https:\/\/i.insider.com\/68dc69d3cc993f9955cf416d&quot;:{&quot;contentType&quot;:&quot;image\/jpeg&quot;,&quot;aspectRatioW&quot;:4500,&quot;aspectRatioH&quot;:2926}}\" alt=\"Lisa Su\"\/><\/p>\n<p>                                              Su joined AMD in 2012 as the general manager of Global Business Units.<\/p>\n<p>                                                Liz Hafalia\/The San Francisco Chronicle via Getty Images          <\/p>\n<p>Su joined AMD in 2012 as the general manager of Global Business Units. AMD&#8217;s market cap that year was a little less than $2 billion.<\/p>\n<p>At that time, most of AMD&#8217;s revenue came from traditional chips for PCs. However, the PC market was shrinking in the early 2010s while demand for smartphones and tablets was booming.<\/p>\n<p>AMD began to adopt a &#8220;semi-custom&#8221; approach, which involved taking its core technologies and modifying them based on individual customer needs. This approach helped secure contracts to design and manufacture chips for Sony&#8217;s PlayStation 4 and <a target=\"_self\" class=\"\" href=\"https:\/\/www.businessinsider.com\/microsofts-xbox-one-video-game-console-is-your-next-work-computer-2015-7\" data-track-click=\"{&quot;element_name&quot;:&quot;body_link&quot;,&quot;event&quot;:&quot;tout_click&quot;,&quot;index&quot;:&quot;bi_value_unassigned&quot;,&quot;product_field&quot;:&quot;bi_value_unassigned&quot;}\" rel=\"nofollow noopener\">Microsoft&#8217;s Xbox One<\/a>, which reduced reliance on the PC market.<\/p>\n<p>In October 2014, Su was promoted to become President and <a target=\"_self\" class=\"\" href=\"https:\/\/www.businessinsider.com\/amd-ceo-would-not-what-zuckerberg-snag-ai-talent-2025-8\" data-track-click=\"{&quot;element_name&quot;:&quot;body_link&quot;,&quot;event&quot;:&quot;tout_click&quot;,&quot;index&quot;:&quot;bi_value_unassigned&quot;,&quot;product_field&quot;:&quot;bi_value_unassigned&quot;}\" rel=\"nofollow noopener\">CEO of AMD<\/a>.<\/p>\n<p>                                The big AMD turnaround<\/p>\n<p>                                      <img decoding=\"async\" class=\"lazy-image label-md\" src=\"data:image\/svg+xml,%3Csvg xmlns=\" http:=\"\" viewbox=\"0 0 1 1\" data-content-type=\"image\/jpeg\" data-srcs=\"{&quot;https:\/\/i.insider.com\/68dc649d1c1f80efbec4a603&quot;:{&quot;contentType&quot;:&quot;image\/jpeg&quot;,&quot;aspectRatioW&quot;:3888,&quot;aspectRatioH&quot;:2592}}\" alt=\"Lisa Su\"\/><\/p>\n<p>                                              Lisa Su and the Ryzen chip.<\/p>\n<p>                                                Liz Hafalia\/The San Francisco Chronicle via Getty Images          <\/p>\n<p>In 2014, AMD had a large but scattered portfolio of chips for PCs, embedded systems, graphics, and low-power mobile, but the lack of focus was causing the company to lose market share to Nvidia and Intel.<\/p>\n<p>In a change of direction for the company, Su decided to discard the market of low-power chips with small margins to focus on producing high-end chips for the cloud, <a target=\"_self\" class=\"\" href=\"https:\/\/www.businessinsider.com\/data-center-locations-us-map-ai-boom-2025-9\" data-track-click=\"{&quot;element_name&quot;:&quot;body_link&quot;,&quot;event&quot;:&quot;tout_click&quot;,&quot;index&quot;:&quot;bi_value_unassigned&quot;,&quot;product_field&quot;:&quot;bi_value_unassigned&quot;}\" rel=\"nofollow noopener\">data centers<\/a>, and consoles.<\/p>\n<p>The development of the Ryzen chips helped revive its market share among consumer products, while the simultaneous launch of the EPYC processor chips helped carve its share among data centers and servers. Companies with a large demand for cloud, like <a target=\"_self\" class=\"\" href=\"https:\/\/www.businessinsider.com\/aws-organic-growth-ai-apps-less-sales-effort-2025-9\" data-track-click=\"{&quot;element_name&quot;:&quot;body_link&quot;,&quot;event&quot;:&quot;tout_click&quot;,&quot;index&quot;:&quot;bi_value_unassigned&quot;,&quot;product_field&quot;:&quot;bi_value_unassigned&quot;}\" rel=\"nofollow noopener\">Amazon<\/a>, Microsoft, and <a target=\"_self\" class=\"\" href=\"https:\/\/www.businessinsider.com\/google-cuts-staff-working-in-cloud-2025-10\" data-track-click=\"{&quot;element_name&quot;:&quot;body_link&quot;,&quot;event&quot;:&quot;tout_click&quot;,&quot;index&quot;:&quot;bi_value_unassigned&quot;,&quot;product_field&quot;:&quot;bi_value_unassigned&quot;}\" rel=\"nofollow noopener\">Google Cloud<\/a>, have all been adopting EPYC chips.<\/p>\n<p>In 2018, AMD also managed to launch the world&#8217;s first 7-nanometer data center GPUs, namely the <a target=\"_self\" class=\"\" href=\"https:\/\/www.businessinsider.com\/amd-latest-gpu-still-lags-behind-nvidia-2024-10\" data-track-click=\"{&quot;element_name&quot;:&quot;body_link&quot;,&quot;event&quot;:&quot;tout_click&quot;,&quot;index&quot;:&quot;bi_value_unassigned&quot;,&quot;product_field&quot;:&quot;bi_value_unassigned&quot;}\" rel=\"nofollow noopener\">Radeon Instinct<\/a> MI50 and MI60.<\/p>\n<p>By 2020, AMD&#8217;s market cap had reached over $110 billion.<\/p>\n<p>                                An early viral moment<\/p>\n<p>                                      <img decoding=\"async\" class=\"lazy-image label-md\" src=\"data:image\/svg+xml,%3Csvg xmlns=\" http:=\"\" viewbox=\"0 0 1 1\" data-content-type=\"image\/png\" data-srcs=\"{&quot;https:\/\/i.insider.com\/68def4df1c1f80efbec4d3b7&quot;:{&quot;contentType&quot;:&quot;image\/png&quot;,&quot;aspectRatioW&quot;:2496,&quot;aspectRatioH&quot;:1534}}\" alt=\"A YouTube screenshot.\"\/><\/p>\n<p>                                              Martin Brundle and Lisa Su.<\/p>\n<p>                                                Screenshot via YouTube          <\/p>\n<p>Before Su started gracing magazine covers, she went viral <a target=\"_blank\" class=\"\" href=\"https:\/\/www.youtube.com\/watch?v=Im6xQyglYuU\" data-track-click=\"{&quot;click_type&quot;:&quot;other&quot;,&quot;element_name&quot;:&quot;body_link&quot;,&quot;event&quot;:&quot;outbound_click&quot;}\" rel=\" nofollow noopener\">in a clip<\/a> from the 2018 Chinese Grand Prix, where Formula 1 commentator Martin Brundle yelled, &#8220;Excuse me, Ma&#8217;am, do you speak English?&#8221; at the CEO, who was sponsoring the event.<\/p>\n<p>&#8220;I&#8217;m with AMD,&#8221; Su said, a response that immediately gained her the internet reputation of being humble. The original clip on YouTube has garnered more than 750,000 views and continues to circulate on Instagram Reels as an example of humility.<\/p>\n<p>                                Honorary buildings at MIT<\/p>\n<p>                                      <img decoding=\"async\" class=\"lazy-image label-md\" src=\"data:image\/svg+xml,%3Csvg xmlns=\" http:=\"\" viewbox=\"0 0 1 1\" data-content-type=\"image\/jpeg\" data-srcs=\"{&quot;https:\/\/i.insider.com\/68ded390cc993f9955cf6b47&quot;:{&quot;contentType&quot;:&quot;image\/jpeg&quot;,&quot;aspectRatioW&quot;:1200,&quot;aspectRatioH&quot;:675}}\" alt=\"Lisa T. Su Building in MIT.\"\/><\/p>\n<p>                                              Lisa Su became the first MIT alumna to make a gift for a building that will bear her own name.<\/p>\n<p>                                                MIT          <\/p>\n<p>In 2022, Su became the first MIT alumna to make a gift for a building that will bear her own name. Originally called Building 12, the home of MIT.nano was renamed the Lisa T. Su Building.<\/p>\n<p>Su also regularly appears at MIT&#8217;s doctoral commencement ceremonies and established the Lisa Su Fellowship Fund, which supports female graduate students at MIT who have made accomplishments in nanotechnology.<\/p>\n<p>                                Her marriage to Daniel Lin<\/p>\n<p>                                      <img decoding=\"async\" class=\"lazy-image label-md\" src=\"data:image\/svg+xml,%3Csvg xmlns=\" http:=\"\" viewbox=\"0 0 1 1\" data-content-type=\"image\/jpeg\" data-srcs=\"{&quot;https:\/\/i.insider.com\/68dc66f11c1f80efbec4a619&quot;:{&quot;contentType&quot;:&quot;image\/jpeg&quot;,&quot;aspectRatioW&quot;:3000,&quot;aspectRatioH&quot;:2000}}\" alt=\"Daniel Lin and Lisa Su.\"\/><\/p>\n<p>                                              Lisa Su and Daniel Lin.<\/p>\n<p>                                                Jason Mendez\/Getty Images          <\/p>\n<p>Su leads a very private life outside her role at AMD. Her spouse is Daniel Lin, but it is unclear when the pair got married or if they have children. There are no verifiable records of Lin&#8217;s profession, and he is not a public figure, though the pair often appear in public events together.<\/p>\n<p>                                Lisa Su&#8217;s downtime<\/p>\n<p>                                      <img decoding=\"async\" class=\"lazy-image label-md\" src=\"data:image\/svg+xml,%3Csvg xmlns=\" http:=\"\" viewbox=\"0 0 1 1\" data-content-type=\"image\/jpeg\" data-srcs=\"{&quot;https:\/\/i.insider.com\/68a88089194a2d49b8af007f&quot;:{&quot;contentType&quot;:&quot;image\/jpeg&quot;,&quot;aspectRatioW&quot;:2500,&quot;aspectRatioH&quot;:1667}}\" alt=\"Lisa Su arrives for a dinner at the Elysee Palace\"\/><\/p>\n<p>                                              Lisa Su enjoys boxing lessons on her downtime.<\/p>\n<p>                                                Thomas Padilla\/AP          <\/p>\n<p>Su told <a target=\"_blank\" class=\"\" href=\"https:\/\/www.wired.com\/story\/lisa-su-runs-amd-and-is-out-for-nvidias-blood\/\" data-track-click=\"{&quot;click_type&quot;:&quot;other&quot;,&quot;element_name&quot;:&quot;body_link&quot;,&quot;event&quot;:&quot;outbound_click&quot;}\" rel=\" nofollow noopener\">Wired<\/a> what keeps her going: She boxes with a trainer at her house for exercise, enjoys a good passion tea lemonade from Starbucks, and gets between five and six hours of sleep every night \u2014 seven on weekends.<\/p>\n<p>                                CEO of The Year<\/p>\n<p>                                      <img decoding=\"async\" class=\"lazy-image label-md\" src=\"data:image\/svg+xml,%3Csvg xmlns=\" http:=\"\" viewbox=\"0 0 1 1\" data-content-type=\"image\/jpeg\" data-srcs=\"{&quot;https:\/\/i.insider.com\/68ded2f21c1f80efbec4cfd7&quot;:{&quot;contentType&quot;:&quot;image\/jpeg&quot;,&quot;aspectRatioW&quot;:6192,&quot;aspectRatioH&quot;:4128}}\" alt=\"Lisa Su at TIME Magazine.\"\/><\/p>\n<p>                                              Lisa Su was named the CEO of the Year by TIME magazine.<\/p>\n<p>                                                Noam Galai\/Getty Images for TIME          <\/p>\n<p>Su&#8217;s work at AMD was recognized by Time magazine in 2024, which named her CEO of the Year. She became the first woman to receive this title.<\/p>\n<p>                                Su is related to her competitor<\/p>\n<p>                                      <img decoding=\"async\" class=\"lazy-image label-md\" src=\"data:image\/svg+xml,%3Csvg xmlns=\" http:=\"\" viewbox=\"0 0 1 1\" data-content-type=\"image\/jpeg\" data-srcs=\"{&quot;https:\/\/i.insider.com\/68ded6a5cc993f9955cf6bb8&quot;:{&quot;contentType&quot;:&quot;image\/jpeg&quot;,&quot;aspectRatioW&quot;:1920,&quot;aspectRatioH&quot;:960}}\" alt=\"A photo splice of Lisa Su and Jensen Huang\"\/><\/p>\n<p>                                              Lisa Su and Nvidia CEO Jensen Huang are first cousins.<\/p>\n<p>                                                REUTERS\/Ann Wang          <\/p>\n<p>Su and <a target=\"_self\" class=\"\" href=\"https:\/\/www.businessinsider.com\/jensen-huang\" data-track-click=\"{&quot;element_name&quot;:&quot;body_link&quot;,&quot;event&quot;:&quot;tout_click&quot;,&quot;index&quot;:&quot;bi_value_unassigned&quot;,&quot;product_field&quot;:&quot;bi_value_unassigned&quot;}\" rel=\"nofollow noopener\">Jensen Huang<\/a>, the CEO of Nvidia and the biggest competitor to AMD, are actually related. They are first cousins, once removed, with Huang being the elder. Su&#8217;s maternal grandfather is the eldest brother of Huang&#8217;s mother.<\/p>\n<p>Despite both immigrating to the US from Taiwan as children, they did not grow up together and <a target=\"_self\" class=\"\" href=\"https:\/\/www.businessinsider.com\/amd-ceo-lisa-su-nvidia-ceo-jensen-huang-distant-cousins-2024-12\" data-track-click=\"{&quot;element_name&quot;:&quot;body_link&quot;,&quot;event&quot;:&quot;tout_click&quot;,&quot;index&quot;:&quot;bi_value_unassigned&quot;,&quot;product_field&quot;:&quot;bi_value_unassigned&quot;}\" rel=\"nofollow noopener\">had never met<\/a> until well into their respective careers.<\/p>\n<p>                                Competition with Nvidia<\/p>\n<p>                                      <img decoding=\"async\" class=\"lazy-image label-md\" src=\"data:image\/svg+xml,%3Csvg xmlns=\" http:=\"\" viewbox=\"0 0 1 1\" data-content-type=\"image\/jpeg\" data-srcs=\"{&quot;https:\/\/i.insider.com\/68dc6cc41c1f80efbec4a659&quot;:{&quot;contentType&quot;:&quot;image\/jpeg&quot;,&quot;aspectRatioW&quot;:3188,&quot;aspectRatioH&quot;:2121}}\" alt=\"Lisa Su and the Ryzen Chip\"\/><\/p>\n<p>                                              AMD&#8217;s business is still just a fraction of the size of Nvidia&#8217;s $4.4 trillion market cap.<\/p>\n<p>                                                David Becker\/Getty Images          <\/p>\n<p>AMD&#8217;s business has grown more than a hundred times since Su took the wheel, but it is still just a fraction of the size of the $4.4 trillion Nvidia.<\/p>\n<p>When asked if she thinks she could <a target=\"_self\" class=\"\" href=\"https:\/\/www.businessinsider.com\/amd-lisa-su-ceo-nvidia-competition-2025-3\" data-track-click=\"{&quot;element_name&quot;:&quot;body_link&quot;,&quot;event&quot;:&quot;tout_click&quot;,&quot;index&quot;:&quot;bi_value_unassigned&quot;,&quot;product_field&quot;:&quot;bi_value_unassigned&quot;}\" rel=\"nofollow noopener\">outcompete Nvidia<\/a>, Su told Wired in an August interview that she doesn&#8217;t necessarily want to be compared to Intel and Nvidia, because &#8220;the market is humongous&#8221; and she sees plenty of opportunities.<\/p>\n<p>On September 18, <a target=\"_self\" class=\"\" href=\"https:\/\/www.businessinsider.com\/intel-stock-nvidia-deal-partnership-microchips-ai-tech-huang-2025-9\" data-track-click=\"{&quot;element_name&quot;:&quot;body_link&quot;,&quot;event&quot;:&quot;tout_click&quot;,&quot;index&quot;:&quot;bi_value_unassigned&quot;,&quot;product_field&quot;:&quot;bi_value_unassigned&quot;}\" rel=\"nofollow noopener\">Intel and Nvidia<\/a> announced a strategic collaboration to develop AI infrastructure and personal computing products together, sending Intel shares up 23% as of market close on the same day and denting AMD&#8217;s stock. The collaboration is anticipated to create significant pressure on AMD by combining Nvidia&#8217;s AI expertise with Intel&#8217;s hardware.<\/p>\n<p>                                Su&#8217;s approach to criticism<\/p>\n<p>                                      <img decoding=\"async\" class=\"lazy-image label-md\" src=\"data:image\/svg+xml,%3Csvg xmlns=\" http:=\"\" viewbox=\"0 0 1 1\" data-content-type=\"image\/jpeg\" data-srcs=\"{&quot;https:\/\/i.insider.com\/67d2dac9585f1dff88b20141&quot;:{&quot;contentType&quot;:&quot;image\/jpeg&quot;,&quot;aspectRatioW&quot;:3881,&quot;aspectRatioH&quot;:2587}}\" alt=\"Lisa Su\"\/><\/p>\n<p>                                              A team of analysts from SemiAnalysis published a report that AMD&#8217;s graphics processing unit is still inferior to that of Nvidia&#8217;s.<\/p>\n<p>                                                I-Hwa CHENG \/ AFP          <\/p>\n<p>In March, a team of analysts from SemiAnalysis published a report that <a target=\"_self\" class=\"\" href=\"https:\/\/www.businessinsider.com\/amd-lisa-su-ceo-nvidia-competition-2025-3\" data-track-click=\"{&quot;element_name&quot;:&quot;body_link&quot;,&quot;event&quot;:&quot;tout_click&quot;,&quot;index&quot;:&quot;bi_value_unassigned&quot;,&quot;product_field&quot;:&quot;bi_value_unassigned&quot;}\" rel=\"nofollow noopener\">AMD&#8217;s graphics processing unit<\/a> is still inferior to that of Nvidia&#8217;s, because AMD&#8217;s existing software is preventing the chip from reaching its full potential.<\/p>\n<p>But Su was not angry. Instead, she hopped on a 90-minute call with the SemiAnalysis&#8217;s lead analyst the next day to hear him out.<\/p>\n<p>&#8220;Feedback is a gift even when it&#8217;s critical,&#8221; Su <a target=\"_blank\" class=\"\" href=\"https:\/\/x.com\/LisaSu\/status\/1871362304194859511\" data-track-click=\"{&quot;click_type&quot;:&quot;other&quot;,&quot;element_name&quot;:&quot;body_link&quot;,&quot;event&quot;:&quot;outbound_click&quot;}\" rel=\" nofollow\">wrote in a post<\/a> on X after the call, &#8220;We have put a ton of work into customer and workload optimizations, but there is lots more we can do to enable the broad ecosystem.&#8221;<\/p>\n<p>                                Export controls on China<\/p>\n<p>                                      <img decoding=\"async\" class=\"lazy-image label-md\" src=\"data:image\/svg+xml,%3Csvg xmlns=\" http:=\"\" viewbox=\"0 0 1 1\" data-content-type=\"image\/jpeg\" data-srcs=\"{&quot;https:\/\/i.insider.com\/689c02e4a17a8c5b4052c32e&quot;:{&quot;contentType&quot;:&quot;image\/jpeg&quot;,&quot;aspectRatioW&quot;:7777,&quot;aspectRatioH&quot;:5188}}\" alt=\"AMD CEO Lisa Su testifying in the Hart Senate Office Building on Capitol Hill.\"\/><\/p>\n<p>                                              AMD agreed to share 15% of its revenues from chip sales to China with the US government.<\/p>\n<p>                                                    <a href=\"https:\/\/www.gettyimages.com\/detail\/news-photo\/advanced-micro-devices-chair-and-ceo-lisa-su-testifies-news-photo\/2214102594\" class=\"image-source-link not-content-link\" rel=\"nofollow noopener\" target=\"_blank\"><br \/>\n                                                Chip Somodevilla via Getty Images    <\/a><\/p>\n<p>Similar to <a target=\"_self\" class=\"\" href=\"https:\/\/www.businessinsider.com\/jensen-huang-nvidia-china-ai-market-loss-2025-5\" data-track-click=\"{&quot;element_name&quot;:&quot;body_link&quot;,&quot;event&quot;:&quot;tout_click&quot;,&quot;index&quot;:&quot;bi_value_unassigned&quot;,&quot;product_field&quot;:&quot;bi_value_unassigned&quot;}\" rel=\"nofollow noopener\">Nvidia&#8217;s H20 chips<\/a>, AMD has developed chips specifically for the Chinese market in response to past <a target=\"_self\" class=\"\" href=\"https:\/\/www.businessinsider.com\/nvidia-h20-export-license-trump-administration-sec-filing-2025-4\" data-track-click=\"{&quot;element_name&quot;:&quot;body_link&quot;,&quot;event&quot;:&quot;tout_click&quot;,&quot;index&quot;:&quot;bi_value_unassigned&quot;,&quot;product_field&quot;:&quot;bi_value_unassigned&quot;}\" rel=\"nofollow noopener\">US export control regulations<\/a>, namely the MI308 AI chips.<\/p>\n<p>In April, AMD estimated that the company would take a $800 million hit in revenue after Trump announced more stringent chip export controls that would ban MI308 from reaching its intended market.<\/p>\n<p>&#8220;We lead today because we have the best technology. However, if we&#8217;re not able to fully have our technology adopted in the rest of the world, there will be <a target=\"_self\" class=\"\" href=\"https:\/\/www.businessinsider.com\/trump-nvidia-ai-chip-ban-china-chip-tech-stock-overheating-2025-9\" data-track-click=\"{&quot;element_name&quot;:&quot;body_link&quot;,&quot;event&quot;:&quot;tout_click&quot;,&quot;index&quot;:&quot;bi_value_unassigned&quot;,&quot;product_field&quot;:&quot;bi_value_unassigned&quot;}\" rel=\"nofollow noopener\">other technologies<\/a> that will come to play,&#8221; said Su in a US Senate hearing in May regarding export controls. &#8220;They may not be as good as we are today, but frankly, usage really spurs innovation.&#8221;<\/p>\n<p>In July, the restriction was lifted, and AMD said it would resume compliant shipments to China. By September, both Nvidia and AMD agreed to share 15% of their revenues from <a target=\"_self\" class=\"\" href=\"https:\/\/www.businessinsider.com\/nvidia-amd-sell-chips-china-tax-trump-tariff-why-2025-8\" data-track-click=\"{&quot;element_name&quot;:&quot;body_link&quot;,&quot;event&quot;:&quot;tout_click&quot;,&quot;index&quot;:&quot;bi_value_unassigned&quot;,&quot;product_field&quot;:&quot;bi_value_unassigned&quot;}\" rel=\"nofollow noopener\">chip sales to China<\/a> with the US government, in exchange for maintaining their export licenses.<\/p>\n<p>                                The Rose Garden dinner<\/p>\n<p>                                      <img decoding=\"async\" class=\"lazy-image label-md\" src=\"data:image\/svg+xml,%3Csvg xmlns=\" http:=\"\" viewbox=\"0 0 1 1\" data-content-type=\"image\/png\" data-srcs=\"{&quot;https:\/\/i.insider.com\/68df070d1c1f80efbec4d42e&quot;:{&quot;contentType&quot;:&quot;image\/png&quot;,&quot;aspectRatioW&quot;:2190,&quot;aspectRatioH&quot;:1402}}\" alt=\"Meeting of the White House Task Force on Artificial Intelligence (AI) Education in the White House in Washington, D.C.\"\/><\/p>\n<p>                                              Lisa Su attends an AI task force meeting at the White House.<\/p>\n<p>                                                REUTERS\/Brian Snyder          <\/p>\n<p>On September 4, Su attended an AI task force meeting at the White House, led by first lady Melania Trump, and subsequently attended a <a target=\"_self\" class=\"\" href=\"https:\/\/www.businessinsider.com\/whos-who-tech-leaders-attended-dinner-white-house-altman-pichai-2025-9#lisa-su-7\" data-track-click=\"{&quot;element_name&quot;:&quot;body_link&quot;,&quot;event&quot;:&quot;tout_click&quot;,&quot;index&quot;:&quot;bi_value_unassigned&quot;,&quot;product_field&quot;:&quot;bi_value_unassigned&quot;}\" rel=\"nofollow noopener\">dinner event hosted by Trump<\/a> alongside some of the biggest names in tech, including Microsoft cofounder Bill Gates, Apple CEO Tim Cook, and Meta CEO Mark Zuckerberg.<\/p>\n<p>Su had previously endorsed the Trump administration&#8217;s AI Action Plan, though she was not a member of a formal advisory board. In a September interview with Fox Business, Su said the AI Action Plan is an &#8220;excellent blueprint for what it takes for America to lead.&#8221;<\/p>\n<p>The <a target=\"_self\" class=\"\" href=\"https:\/\/www.businessinsider.com\/trump-admin-plans-block-funding-states-with-strict-ai-laws-2025-7\" data-track-click=\"{&quot;element_name&quot;:&quot;body_link&quot;,&quot;event&quot;:&quot;tout_click&quot;,&quot;index&quot;:&quot;bi_value_unassigned&quot;,&quot;product_field&quot;:&quot;bi_value_unassigned&quot;}\" rel=\"nofollow noopener\">AI Action Plan<\/a> has faced criticism for attempting to override state-level AI governance and withholding AI infrastructure funding from states with more stringent regulations.<\/p>\n<p>                                The OpenAI deal<\/p>\n<p>                                      <img decoding=\"async\" class=\"lazy-image label-md\" src=\"data:image\/svg+xml,%3Csvg xmlns=\" http:=\"\" viewbox=\"0 0 1 1\" data-content-type=\"image\/jpeg\" data-srcs=\"{&quot;https:\/\/i.insider.com\/68debd76cc993f9955cf6812&quot;:{&quot;contentType&quot;:&quot;image\/jpeg&quot;,&quot;aspectRatioW&quot;:4246,&quot;aspectRatioH&quot;:2831}}\" alt=\"Sam Altman, CEO OpenAI, photographed in Berlin\"\/><\/p>\n<p>                                              Sam Altman, CEO of OpenAI, photographed in Berlin<\/p>\n<p>                                                IMAGO\/BMF via Reuters Connect          <\/p>\n<p>On Monday, AMD announced it had agreed to a multi-billion-dollar partnership to supply its artificial intelligence chips to OpenAI.<\/p>\n<p>The move gives AMD a significant boost against Nvidia.<\/p>\n<p>The multi-year deal, announced Monday, will see OpenAI deploy 6 gigawatts of AMD GPUs, with the first 1 gigawatt deployment set to begin in the second half of 2026.<\/p>\n<p>It gives OpenAI the opportunity to take a roughly 10% stake in AMD, with shares vesting as the companies hit deployment targets and AMD hits share price targets.<\/p>\n<p>&#8220;This partnership is a major step in building the compute capacity needed to realize AI&#8217;s full potential,&#8221; Sam Altman, cofounder and CEO of OpenAI, said.<\/p>\n","protected":false},"excerpt":{"rendered":"UPDATE, October 6, 2025: This article was originally published on October 4, 2025. It has been updated after&hellip;\n","protected":false},"author":2,"featured_media":23865,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[159],"tags":[2103,1694,16727,1020,4342,4232,16732,1071,692,16730,16731,575,16729,16728,8846],"class_list":{"0":"post-23864","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-lisa-su","8":"tag-ceo","9":"tag-chip","10":"tag-chipmaker-amd","11":"tag-company","12":"tag-innovation","13":"tag-intel","14":"tag-large-competitor","15":"tag-leadership","16":"tag-lisa-su","17":"tag-market-value","18":"tag-multi-year-deal","19":"tag-nvidia","20":"tag-october","21":"tag-supplying-openai","22":"tag-tech-industry"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@people\/116395254837293515","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/posts\/23864","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/comments?post=23864"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/posts\/23864\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/media\/23865"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/media?parent=23864"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/categories?post=23864"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/tags?post=23864"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}