AMD CEO Lisa Su 'emphatically' rejects talk of an AI bubble — says claims are 'somewhat overstated'

AMD CEO Lisa Su dismisses claims of an AI bubble, stating that concerns are exaggerated and AI is still in its early stages. AMD is gearing up for major data-center commitments, including a significant deployment with OpenAI. Despite challenges in China, where AMD faces export taxes, Su remains focused on advancing AMD's technology to meet the demands of the evolving AI landscape. She emphasizes the importance of staying ahead in AI development to secure future deployments and customer commitments.