我们采访了AMD的CEO Lisa Su，和她聊了聊AI！

Summary

In an engaging conversation with Lisa Su, AMD's CEO, the dialogue opens with a warm welcome and introduction in China, acknowledging Lisa's popularity and the affectionate nickname 'Suma' given by her Chinese fans. Lisa expresses enthusiasm about the AI revolution, highlighting AMD's pivotal role in making technology accessible and enhancing productivity. The discussion delves into the competitive landscape of AI, with Lisa optimistic about AMD's unique strengths in a rapidly evolving market, emphasizing an open ecosystem approach. The conversation also touches on the balance between cloud-based and on-device AI, assuring gamers of AMD's continued commitment to gaming hardware. Lisa encourages young enthusiasts interested in chip design, stressing the importance of a broad learning scope and practical experience in the ever-dynamic tech field.

Takeaways

• 🙂 Lisa Sue from AMD is recognized and warmly welcomed in China, showing AMD's global influence and fan base.
• 👋 AMD's CEO Lisa Sue is familiar with the nickname 'Suma' given by Chinese fans, which reflects a friendly and affectionate relationship between AMD and its community.
• 💪 Lisa Sue highlights the rapid progress of AI in the past 12-18 months, emphasizing its ease of use and potential to enhance productivity and accessibility to technology for everyone.
• 💻 AMD focuses on building the next generation of AI products, aiming to make technology easier and more accessible for all, indicating a strong future direction in AI development.
• 🛠 Despite intense competition in the AI market, especially from Nvidia, AMD is optimistic about its unique strengths, including a comprehensive technology stack (CPUs, GPUs, NPUs) and an open ecosystem approach.
• 📱 Lisa Sue sees AMD's opportunity in AI not just in cloud-based solutions but also in on-device AI, highlighting the importance of AI across different platforms and devices.
• 📚 AMD is committed to pushing the envelope in gaming hardware, ensuring that gamers remain a priority even as the company expands its focus on AI.
• 👨‍💻 For young people interested in chip design and manufacturing, Lisa Sue advises a broad learning approach, encompassing hardware, software, and systems, emphasizing the need for practical experience.
• 📰 AMD's vision encompasses AI's integration across cloud, edge, and client devices, aiming for a future where AI enhances productivity and creativity at all levels.
• 🎓 Encouraging future careers in chip design, Lisa Sue underscores the importance of both hardware and software knowledge, advocating for hands-on experience and a passion for building great products.

Q & A

What nickname has Lisa Su's Chinese fan base given her, and what does it mean?

Lisa Su's Chinese fan base has given her the nickname 'Suma,' which suggests a kind lady guiding AMD to its mature state.

What does Lisa Su wear that is specially designed to show love for AMD products?

Lisa Su is mentioned to wear a T-shirt with 'ryen' on it, designed by their teaming house to show love for AMD's Ryzen products.

What is Lisa Su's vision for the future applications of AI, and how does AMD contribute to this vision?

Lisa Su envisions a world where AI improves everyone's life, making us all more productive and smarter with better technology. AMD contributes by focusing on building the next great AI products to ensure technology is accessible and easy to use for everyone.

How has AI changed in the 12 to 18 months prior to the conversation according to Lisa Su?

According to Lisa Su, AI has progressed much faster than expected in the 12 to 18 months prior to the conversation, becoming easy to use for everyone with tools like ChatGPT.

What is AMD's philosophy towards the AI and computing ecosystem?

AMD's philosophy towards the AI and computing ecosystem is to create an open ecosystem, focusing on integrating great hardware, great software, and strong partnerships to deliver better solutions.

What unique strengths does Lisa Su believe AMD has in the AI market compared to competitors like Nvidia?

Lisa Su believes AMD's unique strength lies in its vision of needing AI everywhere - in the cloud, at the edge, and on client devices. AMD's diverse technology portfolio, including CPUs, GPUs, and NPUs, integrated across various use cases, presents a significant opportunity.

How does Lisa Su foresee the balance between cloud-based AI and on-device AI evolving in the next 3 to 5 years?

Lisa Su foresees that while cloud AI will remain foundational for training large models, there will be significant opportunities for specialized models in areas like healthcare and content creation, suggesting a growing role for on-device AI for personalized and local productivity enhancements.

What assurances does Lisa Su provide to gamers concerned about AMD's focus shifting towards AI?

Lisa Su reassures gamers that gaming remains extremely important to AMD, highlighting that AI technology will also enhance gaming experiences. She emphasizes AMD's continued commitment to pushing the envelope with great gaming hardware.

What advice does Lisa Su offer to young people in China interested in chip design and manufacturing?

Lisa Su advises young people interested in chip design to learn as broadly as possible across hardware, software, and systems. She emphasizes the importance of practical experience, such as building PCs, to learn how to create great products.

What background does Lisa Su have, and how does she view the importance of hardware and software in chip design?

Lisa Su has a background in electrical engineering. She views both hardware and software as equally important in chip design, underscoring the critical role of practical experience in understanding how to build great products.

Outlines

00:00

🌏 Warm Welcome and Introduction to AI's Future with AMD

The script begins with a warm greeting to Lisa Su, CEO of AMD, by a host named Fa from China, expressing excitement about her visit and the significant fan base she has in China, known affectionately as 'Suma.' Lisa acknowledges her nickname and appreciates the host's AMD Ryzen-themed t-shirt, designed by their team to show love for AMD products. The conversation quickly shifts towards artificial intelligence (AI), with Lisa expressing optimism about the accelerated growth of AI technologies like ChatGPT in recent months. She envisions a future where AI enhances everyone's productivity and access to technology, powered by AMD's computing capabilities. Lisa emphasizes AMD's focus on creating accessible, next-generation AI products and fostering an open ecosystem to integrate AI seamlessly into people's lives, underscoring the shift from a world where AI's utility was less understood to one where its benefits are easily accessible to all.

05:02

🚀 Navigating AI Evolution: Cloud vs. On-Device and Gaming's Future

The second part of the script delves into the evolving landscape of AI, focusing on the balance between cloud-based and on-device AI solutions. Lisa Su projects significant advancements in on-device AI, including AMD's integration of MPUs into their Ryzen processors, suggesting that the future will bring enhanced productivity and capabilities through AI-powered devices. The conversation also addresses concerns from the gaming community about AMD's dedication amidst its growing focus on AI and data centers. Lisa reassures that gaming remains a core focus for AMD, with AI expected to enrich gaming experiences further. Finally, she advises aspiring chip designers and engineers, emphasizing the importance of a broad learning scope and practical experience in building successful careers in the industry. Lisa's parting words reiterate AMD's commitment to innovation in AI, gaming, and chip design, promising an exciting future for technology enthusiasts and professionals alike.

Keywords

💡AI (Artificial Intelligence)

AI, or Artificial Intelligence, refers to the simulation of human intelligence in machines that are programmed to think and learn. It's a central theme of the discussion, highlighting its rapid advancement and integration into daily life and various industries. The script mentions AI's progression and its role in enhancing productivity, accessibility to technology, and improving lives. Examples include AI applications like chat GPT and the potential for AI to revolutionize industries by making technology easier to use and more accessible to the general public.

💡AMD

AMD (Advanced Micro Devices) is a multinational semiconductor company that develops computer processors and related technologies for business and consumer markets. In the video, AMD's contributions to AI technology and its vision for the future of AI are discussed. Lisa Su, representing AMD, talks about the company's efforts in building AI products and their philosophy of creating an open ecosystem for technology, emphasizing AMD's role in the AI revolution and its strategy to compete in the rapidly evolving AI market.

💡Ryzen

Ryzen is a brand of desktop and mobile processors developed by AMD. The script mentions a T-shirt with 'Ryen' on it, likely a typo for 'Ryzen', indicating the interviewer's support for AMD products. Ryzen processors are mentioned in the context of AI and gaming, showcasing AMD's commitment to both areas and the integration of AI technology in Ryzen products, like adding MPU (Microprocessor Unit) to enhance AI capabilities on devices.

💡Cloud AI vs. On-device AI

The discussion differentiates between Cloud AI, which relies on powerful cloud infrastructure for training large AI models, and On-device AI, which operates directly on user devices for specific, often personalized tasks. The script suggests a future where both forms coexist, offering different benefits: Cloud AI for foundational models and broad applications, and On-device AI for specialized, local tasks. This balance aims to leverage the strengths of each approach to maximize efficiency and utility in the AI era.

💡Competition in AI market

The conversation touches on the competitive landscape of the AI market, particularly mentioning NVIDIA as a significant competitor to AMD. The script explores the notion that in a fast-evolving market like AI, traditional advantages may be less stable, and the ability to innovate rapidly is crucial. AMD's unique strength is presented in its comprehensive approach, offering a wide range of technologies (CPUs, GPUs, NPUs) and advocating for an open ecosystem to support AI development.

💡Gaming

Gaming is discussed in the context of AMD's product offerings and its importance to the company's fan base. The script addresses concerns from gamers about AMD's focus shifting towards AI, reassuring them that gaming remains a crucial sector. It hints at how AI technology can enhance gaming experiences, illustrating AMD's commitment to advancing gaming hardware and integrating AI innovations to benefit gamers.

💡Accessibility

Accessibility in this context refers to making AI technologies easily usable and available to the broader public. The script emphasizes the shift towards more user-friendly AI applications, such as chat GPT, which do not require specialized knowledge to use. This democratization of AI is a key point, with the goal of improving everyone's life by making technology simpler and more accessible, reflecting a broader trend in the tech industry towards inclusivity and user empowerment.

💡Chip designing and manufacturing

Chip designing and manufacturing are mentioned in the context of advice to young people in China interested in entering the semiconductor industry. The script highlights the importance of gaining a broad learning perspective, covering hardware, software, and systems integration. It reflects the growing interest in semiconductor technology, underscored by the need for more professionals in chip design and production, crucial for advancing AI and computing technologies.

💡Open ecosystem

An open ecosystem in technology refers to a collaborative environment that encourages sharing resources, tools, and knowledge. AMD's strategy, as mentioned in the script, focuses on creating an open ecosystem for AI development. This approach facilitates innovation, allows for a broader participation from different entities, and accelerates the development of AI solutions by ensuring compatibility and interoperability among various hardware and software components.

💡Productivity

Productivity, in the context of this discussion, refers to the efficiency and effectiveness with which tasks and processes can be completed, especially through the use of AI. The script mentions the potential of AI to significantly enhance personal and professional productivity by automating routine tasks, providing intelligent assistance, and enabling new ways of working. This aligns with the broader vision of AI as a tool for improving lives by making people more capable and technology more accessible.

Highlights

Lisa Sue from AMD is warmly welcomed in China, acknowledging her significant fan base and the affectionate nickname 'Suma' given by Chinese fans.

Lisa appreciates a custom-designed Ryzen t-shirt, highlighting AMD's impact on fans and their deep connection with the brand.

The conversation shifts to AI, with Lisa Sue pointing out the rapid advancements in AI technology in the past 12-18 months and its increasing ease of use.

Lisa Sue envisions a future where AI enhances everyone's life, boosting productivity, intelligence, and access to technology, powered by computing horsepower.

AMD's commitment to building the next great AI products is emphasized, reflecting their focus on accessibility and making technology easier to use.

The competitive landscape in the AI market is discussed, with AMD positioning itself against giants like Nvidia, highlighting the fast-paced nature of the industry.

Lisa Sue articulates AMD's unique strength in the AI space, emphasizing their comprehensive technology suite (CPUs, GPUs, NPUs) and their vision for AI ubiquity.

AMD champions an open ecosystem for AI, combining great hardware, software, and partnerships to create better solutions for customers.

The balance between cloud-based AI and on-device AI is explored, with a vision for powerful cloud infrastructure complemented by specialized on-device applications.

Lisa Sue addresses concerns from the gaming community, reassuring that gaming remains a critical focus for AMD alongside its ventures into AI.

The potential for AI to enhance gaming experiences is highlighted, suggesting a symbiotic relationship between AMD's AI advancements and gaming innovations.

Young enthusiasts in chip design and manufacturing are encouraged by Lisa Sue, who emphasizes the importance of a broad learning scope and practical experience.

The essential skills for a career in chip design and manufacturing are discussed, underscoring the relevance of hardware, software, and system integration knowledge.

Lisa Sue's passion for engineering and product development is conveyed, encouraging young people to pursue their interests in building chips and technology products.

The interview concludes with well-wishes for Lisa Sue's visit to China, reinforcing the global impact of AMD and Lisa Sue's role in the technology sector.

Transcripts

nice to see you Lisa I'm fa from Jan and

welcome to China I'm wondering if you

can just say hi to our Chinese audience

behind the camera here hello T how wow

very nice to see you you know you

actually got a huge fan base here in

China they even came up this nickname

called Suma which means momu I I don't

know if you heard that before I have

heard that yes you know it sounds like a

kind lady raising AMD T its mature state

or something thank you and personally

I'm a big fan of you and AMD and as you

can see I actually wear a t-shirt with

ryen on it all right thank you it looks

great yeah it's actually designed by our

teaming house and you know just to show

our love to those great products like

ryzen that's excellent thank you looks

wonderful yeah glad you like it I can

get you some if you will yeah I'll take

one sure all right anyway today let's

just have a little chat about Ai and AMD

and other stuffs

[Music]

okay so let's start with an easy one you

know I feel like we've been talking

about the possibility of AI for you know

all day long and it makes me imagine

like wow if that kind of thing is

possible what could be possible for the

future right so in your vision what kind

of new application could we expect in

the future and maybe what role will AMD

play to make that happen yeah well I

agree with you I think AI has been

around for a long time but really in the

last you know let's call it 12 to 18

months I think AI has progressed much

much faster than anybody's expectation

and it's because it's so easy to use uh

everyone can use AI right now with you

know chat GPT or other um uh similar

type uh you know functions so you know

what I view is a world where um everyone

everybody's life is uh improved by AI we

can all become more productive we can

all become smarter uh we can all have

access to uh you know better technology

and you know this is really enabled by

uh the Computing horsepower so I love

that we're in the middle of this AI

Revolution and you know we spend um all

of our time and energy thinking about

how can we build uh the next great AI

product so it's all about accessibility

right it is it is also I think it's um

the idea is we want technology to be

easier to use in the past although AI

was there most people didn't know how to

use Ai and now um everyone can access um

AI actually it's to make their lives

easier easier yeah

[Music]

definitely okay so the next question is

about comp competition and you maybe the

positioning of AMD so we see huge

competition in today's AR Market

obviously Nvidia is a huge competitor

and they also got this wellestablished

ecosystem they got cudas and a lot of

people would just assume maybe they have

the upper hand but I remember you saying

that in the AI Market just because

things are going so fast changing so

fast we don't really have this thing

called M but if you don't have M what

can you use as a weapon in the

competition what do you think is the

unique strength of AMD comparing to

other players well the best thing about

um a new market is uh it is growing so

fast and it is changing so fast so I

view you know over the next 10 years

actually we're going to see um

significant changes uh not every year

like every month we'll see uh

significant changes and when you think

about you know you know from AMD

standpoint you know why am I so excited

about our AI opportunity it's because

you know our vision is that you have you

need AI everywhere so yes uh AI in the

cloud is very important you know for

large language models for training and

for inference but you also need AI at uh

the edge and also in the client's

devices and you know AMD has all of this

technology CPUs gpus npus and we're

integrating them in um across all of

these different use cases so I think

that is our opportunity uh this is um

the uh you do need great Hardware you

also need great software and our

philosophy is to create this open

ecosystem so we had a great day today uh

and thank you very much for coming uh

because we we have the opportunity to

really show everyone when you bring

everybody together you can actually have

a better solution with such a rich

ecosystem great Hardware Great software

great Partners

[Music]

yeah cloud-based AI driven by data

center there you know that is changing

the world right now and people are

already using chat gpts and other AI

services on daily basis and as you

mentioned you know you got the on device

AI solution like ryen AI you even added

mpu to ryzen I think for now on device

AI is still in its early age uh but in

maybe 3 to 5 years when we truly enter

the AI era what do you think will be the

balance between cloud-based AI and on

device AI you know it's a great question

U I think we're going to learn a lot

over the next few years but the way I

think about it is the cloud AI of course

is foundation right you need to have um

a very very powerful Cloud

infrastructure and and on-prem you know

large Enterprise clusters to train large

models and uh to really uh have uh

particularly for the the more um your

broad foundational models

um but I think there's also a lot of

opportunities for very specialized

models um when you think about you know

healthare or financial services or

content creation or you know local

productivity and in those cases um on

device AI or what we call um the client

side or Edge side uh with uh ryen AI can

be very very powerful um you know I view

this as um as you said it's the

beginning but the beginning is uh very

exciting as well so uh you we have a lot

of new devices coming in uh 2024 with

our partners and I think that people

will be able to see their productivity

significantly improve if they're using

aipc and every year it's going to get

better um I would say that the

functionality will improve and the

overall capability will improve so yeah

it's a it's a very exciting time for

[Music]

us and you know now day amd's Revenue in

data center is is getting bigger and

bigger compared to gaming and a lot of

fans unfortunately in my channel are

Gamers and Su uh you know although the

AI is exciting many gamers are just a

bit worried like maybe the love is gone

or something they maybe feel like oh I

spent a lot of money supporting your

gaming gears and now you're you know

you're falling in love with this AI

thing here what's going on what about us

so you could tell all of your uh all of

your fans that gaming is still extremely

important extremely important we're

going to you're going to see great

gaming Hardware from AMD and really uh

you know you will see AI also influence

gaming uh going forward so it really is

um you know the way I think about it is

uh you know AI is a technology that can

go on top of all of our products uh but

of course we want to keep uh pushing the

envelope for uh all of the gamers out

there on CPUs and gpus uh as well as uh

integrating npus when they're helpful

you don't think it's kind of like you

know the shift of focus happening but

more like you know the rapid growing AI

can also help those Gamers Inus right

absolutely that's exactly

[Music]

right we got a one last question here

okay so today there's a lot of teenagers

and students in China and they are

really interested in chip designing and

Manufacturing they dreams on making

ships but they also wondering like where

to get started uh what should I learn to

get into the industry I know you have

some serious engineering background and

you've can also you know pursuing your

dream since you're young what kind of

advice would you give to these young

folks and what kind of skills do you

think are essential uh maybe for their

hopefully future careers well I'm very

very happy to hear that uh all the

teenagers want to build chips because

that's great and uh I think this is um

really a great time you know when I

think about about the important skills

is really uh for uh you know those uh

people to really think about um learning

as broad as possible so you know

Hardware software systems they all

interact with each other and being able

to uh really see across all of these

areas is is a very positive thing but

yes we need more people building chips

so I'm very happy to hear that uh my

major was electrical engineering and um

you know many people say uh what is more

important uh Hardware or software I

think my advice is both are important

and also what's very important is a

practical experience so I like the fact

that a lot of people build their own PCS

that's one example of practical

experience I think as uh you go forward

the opportunity to learn how to build

great products is uh really the most fun

part of uh engineering Thank you Lisa

for today and you know glad to have you

here wish your a good trip in China and

ladies and gentlemen Lisa Sue from AMD

thank you so much