The Fox Business studio lights felt hot, the air thick with the usual pre-show buzz, as Lisa Su, AMD’s CEO, sat down for “The Claman Countdown.” It was early in the week, maybe Tuesday, and the market was already doing its thing — numbers flashing, analysts talking, the whole performance.
Su, ever composed, began by praising the Trump administration’s artificial intelligence policies, a comment that seemed to hang in the air for a moment. She then moved on to the core of the matter: AMD’s trajectory. She used the phrase “incredible pace,” and it stuck with me.
You could see it in her eyes, the focus, the drive. Or maybe I’m misreading it, but the way she described AMD’s movements felt less like corporate speak and more like a genuine assessment of a company in motion. There’s a lot of pressure, of course — the whole chipmaking world is intense these days.
The data center market, Su predicted, is heading towards a $1 trillion valuation. That’s a massive figure, hard to wrap your head around, honestly. It’s hard to imagine, even.
I remember seeing her speak at an event back in late 2022, and the energy was similar then, though the specifics were different. The core message, though, has been consistent: AMD is building, innovating, moving forward. As per reports, AMD’s value has been exploding, reflecting the market’s faith in its strategy.
The tricky part is translating those big numbers, those pronouncements, into something tangible. How do you capture the feeling of that “incredible pace”? It’s in the details, I think — the way she spoke, the way she kept her gaze steady, the way she seemed to believe, completely, in what she was saying. “We’re seeing strong demand across our product portfolio,” she stated, a fact that seemed to anchor everything else.
And it’s not just about the numbers; it’s about the people, the engineers, the teams working to make it happen. Su seems to understand that. It felt tense — still does, in a way. The future is always uncertain.
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