Findings
AMD's CEO Vision for AI Chips
Sesay Kendenor Mohamed
15 Min Deep Dive
The Battle for the Data Center
Lisa Su's vision for AMD focuses on high-bandwidth memory (HBM3) and modular chip designs to compete with NVIDIA in the AI training market. The MI300X series represents a massive leap in compute density.
By leveraging chiplet technology, AMD is able to scale production while maintaining high yields, positioning themselves as the primary alternative for large-scale AI infrastructure.