Fortune Interviews Lisa Su

AlphaAtlas

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Ahead of AMD's CES event tomorrow, Fortune Magazine interviewed the company's CEO, Lisa Su. Among other things, Lisa admitted that the Spectre and Meltdown vulnerabilities that surfaced about a year ago were a "wake up call" for the whole industry. Talking about the ongoing geopolitical issues with China, she mentioned that the Chinese market accounts for about a quarter of AMD's business, which is a statistic I've never heard before. However, she didn't seem worried about Amazon's announcement of their own "Graviton" datacenter CPU, saying it's "totally fine" and "part of the evolution of the datacenter." While answering audience questions, she also mentioned that AMD probably won't enter the FPGA market, even if they do intend to work with companies like Xilinx. While the interview wasn't as revealing as the investors probably would've liked, we should get some more information tomorrow. AMD's keynote is still scheduled to start on Wednesday, at 11 AM CT.

Check out the full interview here.


"We can never say that we've caught everything," the CEO cautioned. But AMD is plowing plenty of resources into engineering more secure hardware and software on a product roadmap that extends several years into the future. It was a sobering moment in an otherwise spirited, freewheeling discussion with Fortune’s Michal Lev-Ram. Su has plenty of reason to be optimistic. Her Santa Clara, Calif. chipmaker ended last year as the top stock on the S&P 500. (It now trades around $20.50 with a market capitalization of more than $20 billion.) And this year marks AMD's 50th anniversary, a triumph of survival after the company seemed left for dead in 2016.
 

Uvaman2

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The data center stuff is "fine" becuase they will soon discover is not that easy or cheap to implement your own crap ... Amazon will run into RD overruns in no time.. deployment delays, and on and on. She is just saying let them set themselves on fire for a while we will put them out later...
 

biggles

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It is good news that they are finally competing in the CPU space. Intel needs competition to keep them pushing forward. Looking forward to the next generation of Ryzen chips.
 

ManofGod

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Welp, guess AMD is not dead, after all. :) I know you cannot predict the future but I am excited to see AMD starting to fire on all cylinders, for a change. Hopefully, we will never see a scenario that brings about a Hector Ruiniz to AMD again.
 

piscian18

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I had no idea AMD even does datacenter cpus anymore. I feel bad, my boss brought it up the other night. We're trying to figure who our sales rep even is so we can get some gear brought in. I hope I'm not a typical example in the industry.
 

PhaseNoise

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Welp, guess AMD is not dead, after all. :) I know you cannot predict the future but I am excited to see AMD starting to fire on all cylinders, for a change. Hopefully, we will never see a scenario that brings about a Hector Ruiniz to AMD again.

We do not speak of the H bomb.
 

steakman1971

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I am eager to find out what AMD is going to announce tomorrow. I'm planning on building a new system but haven't decided on much of anything yet. If I were buying one right now, the 2700x would probably be it. I'm also contemplating a Threadripper - it's more money, but would kick ass on a lot of stuff I do (honestly, the 2700x would as well)
 

psyclist

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im hoping for AMD to gain some more marketshare this year, build those coffers and push that performance envelope and drive the whole market forward. Glad the Intel monopoly and stagnation is coming to an end.
 

Grimlaking

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Oh I REALLY hope for a RTX card killer. I don't expect one but MAN that would be a great surprise!
 

RobCalleg

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Nov 15, 2018
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99% of gamers don’t buy the 1080ti or the 2080ti so I don’t care if AMD doesn’t respond to that. I’m not gonna spend 500+ bucks on a card.

If the answer back with a 350 dollar card that’s more powerful than Nvidias 2060 than I’m all in and so are most gamers.

Mid range all day.
 
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