An Interview with AMD CEO Lisa Su About Solving Hard Problems
The demand for AI compute has been high and unexpected, leading to tightness in supply chains. AMD's job is to ensure customers are ramping their workloads and building deep partnerships. While there may be pressure to move to top-tier manufacturing nodes, AMD's roadmap is based on customer needs and what is possible. The company is happy with its current manufacturing relationships and views Arm as a partner rather than an enemy.