POPA ReconAMD CEO Lisa Su on AI demand and hyperscaler spending: “We are seeing a return on investment”
AMD CEO Lisa Su on AI demand and hyperscaler spending: “We are seeing a return on investment” Maybe investors should reconsider why they're upset that hyperscalers like Alphabet (GOOG/GOOGL) are raising capex plans to support their AI ambitions. According to AMD CEO Lisa Su, not only is the technology growing rapidly in usefulness, but demand is also exceptionally strong. So investing today is critical to long-term success, Sue said. “We are seeing a return on our investment,” Sue told Yahoo Finance. “Compute demand is at a premium today. … We are very confident that that demand picture is…
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