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AMD's Lisa Su has already vanquished Intel. Now she's going after Nvidia

AMD's Lisa Su has already vanquished Intel. Now she's going after Nvidia

  • 18.03.2025 14:00
  • nbcchicago.com
  • Keywords: AMD, Intel, Nvidia

AMD CEO Lisa Su has successfully led the company past Intel and is now focusing on challenging Nvidia in the AI chip market, leveraging AMD's technical expertise and strategic investments in AI hardware and software.

Nvidia ProductsMicrosoft ProductsCPTsentiment_satisfiedINTCsentiment_dissatisfiedNVDAsentiment_neutral

Estimated market influence

AMD

AMD

Positivesentiment_satisfied
Analyst rating: Buy

AMD's Lisa Su has successfully led the company to surpass Intel and is now challenging Nvidia in the AI market.

Intel

Intel

Negativesentiment_dissatisfied
Analyst rating: Neutral

Intel, once a dominant player, has been surpassed by AMD under Lisa Su's leadership.

Nvidia

Nvidia

Neutralsentiment_neutral
Analyst rating: Strong buy

Nvidia remains the leader in AI GPUs, but AMD is making strides to compete.

Context

Analysis of AMD's Strategy Under Lisa Su: Business Insights and Market Implications

Key Facts and Data Points

  • Market Cap Growth: AMD's market value grew from $2 billion in 2014 to $175 billion, surpassing Intel.
  • Revenue Increase: AMD's revenue jumped 14% in 2024 to approximately $26 billion.
  • AI Chip Sales: AMD reported $5 billion in AI chip sales in 2023, up from $100 million the previous year.
  • Nvidia Dominance: Nvidia's data center and networking revenue was $115 billion in its latest fiscal year.

Market Trends and Business Impact

  • Shift to AI and GPUs: AMD is focusing on capturing a larger share of the AI GPU market, driven by increasing demand from tech giants.
  • Chiplet Technology: AMD's adoption of chiplets allowed for more flexible manufacturing and reduced risks, giving them an edge over competitors like Intel.

Competitive Dynamics

  • Rivalry with Nvidia: While AMD is a distant second to Nvidia in AI, Su aims to challenge Nvidia through innovative hardware and open-source software (ROCm).
  • Technical Superiority: AMD's focus on high-performance chips and modular design has positioned it as a strong competitor in the GPU market.

Strategic Considerations

  • Software Ecosystem: AMD is investing heavily in ROCm, its alternative to Nvidia's CUDA, to attract developers and break Nvidia's dominance.
  • Long-Term Investments: Su emphasizes making long-term bets on AI, with plans to release new AI chips and expand its software division.

Regulatory and Long-Term Implications

  • Diversification of Market: AMD's success could lead to a more diversified AI chip market, reducing Nvidia's dominance.
  • Potential Antitrust Concerns: As AMD grows, regulatory scrutiny may increase, particularly in areas like competition and pricing.

Conclusion

Lisa Su's leadership has transformed AMD into a major player in the semiconductor industry. By focusing on innovation, strategic partnerships, and challenging established competitors like Intel and Nvidia, AMD is poised to have a significant impact on the AI and GPU markets in the coming years.