▶ 93:00 · $AMD · Lisa Su details AMD's heterogeneous compute strategy and Anthropic partnership at Advancing AI

episode briefing

AMD CEO Lisa Su Live on TBPN

2026-07-23 · 17 company · 17 thematic

sentiment

15 bull0 bear2 neu

speakers

CEO of Advanced Micro Devices since 2014; led AMD's transformation into AI and high-performance computing leader with MI300/MI355/MI450 accelerator roadmap.

anne

Founder of AMP venture firm and infrastructure arm building 2GW US AI compute capacity; advocates 'output maxing' efficiency; investing in nuclear (Maver) to solve energy bottleneck for 2030 AI scaling.

seth cohen

Co-founder of Maver (AI infrastructure/nuclear); former DOE Chief Counsel for Nuclear Policy and NRC conservator; led nuclear waste narrative shift resulting in 27 governors competing for fuel cycle campuses.

oliver cameron

Founder of Odyssey building foundational world models; previously at Cruise working on self-driving cars; raised $310M for world model development across robotics, gaming, and autonomy.

muhammad

Founder of Ideogram building AI foundation for enterprise design and content; previously started Google's Imagen; released open-weight frontier image model for on-prem enterprise deployment.

Founder of AMP, a venture firm (AMP Foundry) and infrastructure platform (AMP Grid) building ~2 GW of US AI compute capacity; investor in Maver and Periodic Labs; focused on energy, compute utilization, and frontier AI applications.

quote

“We fundamentally believe that there is no one-size-fits-all. Like the world is a heterogeneous world... The portfolio that we have, CPUs, GPUs, we acquired Xilinx so we brought the physical AI component in there... allows you to truly pick…”

—lisa su

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