Earlier this year, WIRED said that AMD CEO Lisa Su was “out for Nvidia’s blood.” The American chipmaker is still small compared to the juggernaut that is Nvidia—their market caps are $353 billion and $4.4 trillion, respectively—but Su’s company is gaining steam. Today, when Su took the stage at WIRED’s Big Interview conference in San Francisco, she had something else in her sights: the AI bubble.
When asked by WIRED senior writer Lauren Goode if the tech industry is in an AI bubble, her response was “emphatically, from my perspective, no.” The AI industry is going to need scores of chips from companies like AMD, and fears of such a
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