Dr. Lisa Su, the CEO of AMD. Lisa and I spoke for half an hour, and we covered an incredible number of topics, especially about AI and the chip supply chain. These past few years have seen a global chip shortage, exacerbated by the pandemic, and now, coming out of it, there’s suddenly another big spike in demand thanks to everyone wanting to run AI models. The balance of supply and demand is overall in a pretty good place right now, Lisa told us, with the notable exception of these high-end GPUs powering all of the large AI models that everyone’s running. The hottest GPU in the game is Nvidia’s H100 chip. But AMD is working to compete with a new chip Lisa told us about called the MI300 that should be as fast as the H100. There’s also a lot of work being done in software to make it so that developers can move easily between Nvidia and AMD. So we got into that. You’ll also hear Lisa talk about what companies are doing to increase manufacturing capacity. The CHIPS and Science Act that recently passed is a great step toward building chip manufacturing here in the United States, but Lisa told us it takes a long time to bring up that supply. So I wanted to know how AMD is looking to diversify this supply chain and make sure it has enough capacity to meet all of this new demand. Finally, Lisa answered questions from the amazing Code audience and talked a lot about how much AMD is using AI inside the company right now. It’s more than you think, although Lisa did say AI is not going to be designing chips all by itself anytime soon.
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