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AMD’s Lisa Su and HP’s Enrique Lores describe how they went from ho-hum to high-end

Good morning. AMD’s Lisa Su and Enrique Lores of HP met more than a dozen years ago, before either was CEO of their respective companies. When I had an opportunity to talk to them together this past weekend during the F1 United States Grand Prix in Austin, I asked what qualities they first saw in … Read more

Nvidia and AMD’s ‘special treatment’ shakes up the global chip supply chain

Donald Trump’s decision to let Nvidia and AMD export AI processors to China in exchange for a cut of their sales will have repercussions far beyond the U.S. The semiconductor supply chain is global, involving a wide array of non-U.S. companies, often based in countries that are U.S. allies. Nvidia’s chips may be designed and … Read more

What CEOs really think about Nvidia and AMD’s China export deal: ‘Brilliant, a tariff that we don’t have to pay’

Good morning. I called some CEOs yesterday to get their thoughts on Nvidia and AMD’s deal to give the U.S. government a 15% cut of AI chip sales to China to secure export licenses. Most were surprisingly sanguine about the unusual arrangement. Corey duBrowa, who is global CEO of communications giant Burson, described the deal … Read more

AMD’s Instinct AI chips compete on price to challenge Nvidia

Lisa Su, CEO of Advanced Micro Devices, testifies during the Senate Commerce, Science and Transportation Committee hearing titled “Winning the AI Race: Strengthening U.S. Capabilities in Computing and Innovation,” in Hart building on Thursday, May 8, 2025. Tom Williams | CQ-Roll Call, Inc. | Getty Images Advanced Micro Devices on Thursday unveiled new details about … Read more

Earnings: Highlights of AMD’s Q4 2024 report

Chipmaker Advanced Micro Devices, Inc. (NASDAQ: AMD) on Tuesday announced financial results for the fourth quarter of 2024. Fourth-quarter earnings, on an adjusted basis, were $1.09 per share, compared to $0.77 per share in the same period of 2023. On a reported basis, net income was $482 million or $0.29 per share in Q4, compared … Read more

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