About Lisa Su
Lisa Su, chair and CEO of AMD, delivered the commencement address at MIT on May 28, 2026, where she reflected on her own time as a student and shared career advice. She told graduates that "the best people find ways to make their luck," describing luck as "taking the risk to work on something really hard" and "choosing problems where you may not know the answer." Su also stated that "technology itself does not decide what the future looks like," adding that "the best people do" and that AI "can't decide which problems are worth solving."
In recent earnings calls and media appearances, Su has described the AI market as being in its early stages, saying "we are only in the third inning" of a nine-inning game. She cited growing demand from agentic AI as a driver for increased CPU compute requirements, and said AMD now expects the server CPU total addressable market to grow at over 35% annually, reaching over $120 billion by 2030. During a visit to Taiwan in May 2026, Su announced a $10 billion investment in the local ecosystem, including advanced packaging and substrates, and confirmed that AMD is the first high-performance computing customer for TSMC's 2nm process technology. She also stated that the company is "ramping up capacity like crazy" across silicon, packaging, and rack-scale systems.
Source: AI-verified profile updated from Lisa Su's recent appearances.
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✨ AI-enhanced transcript with speaker attribution
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Narrator0:00
Five years ago, Advanced Micro Devices was in trouble. AMD, Advanced Micro Devices, very painful day for this stock. AMD is—it still is just surviving, but surviving not by a lot. The chip maker was bleeding money, drowning in debt, facing a possible bankruptcy, and its stock was trading around two dollars a share.
Lisa Su then became the company's first female CEO, faced with leading a daunting turnaround.
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Lisa Su0:27
I was really excited to become CEO, but of course, you know, a little bit scared like anyone taking on a new job.
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Narrator0:36
After getting a doctorate in engineering at MIT and nearly two decades in the semiconductor industry, Su was ready for the challenge. She laid out a plan to focus on microchips for gaming consoles, data centers, and platforms like virtual reality.
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Lisa Su0:50
The most important thing for us as we thought about what AMD would look like back in 2014 is: what are we good at? And what we are good at is making high-performance microprocessors. And that meant actually saying that we weren't going to do some things. At the time, you know, mobile was a very, very exciting field, but it wasn't what we were fundamentally good at. And so we really focused on our core. And I know that sounds simple, but actually it takes a long time to build a sustainable product roadmap. That's the thing about the semiconductor industry—developing a new product takes years.
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Narrator1:25
AMD bet that the products it was developing today would be a hit with customers years down the road. The first and probably the biggest bet is on the future generation of data centers.
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Lisa Su1:34
We're all generating tons and tons of data every day, like from all of your devices. We have all of this data, and the truth is we're actually using just a fraction of it because we don't have enough computing to process all of this. And so we are building the largest and most powerful computers to really process all of that data and make sure that we're making good decisions. And on the other end of this spectrum, we're also very, very heavy into gaming. We cover every aspect of gaming, from PCs to game consoles to cloud gaming.
The most important thing for us in selecting, you know, where we target our products is: where do we see the market going? We honestly have to look five years out and say what does the world need from tech in that timeframe. It's a long process and it's a long design cycle, so it takes a lot of anticipation and it takes a lot of skill to hit that mark five years before you even know what the market will look like. You have to anticipate that.
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Narrator2:36
AMD is in position right now where it's done a very good job of anticipating where it had to be in performance and competition with Intel and NVIDIA. Su's bets have paid off. AMD has taken market share from its top rival Intel, and it's been the top performing stock on the S&P 500 for the last two years.
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Lisa Su2:55
It's a very competitive space. It's a very high-stakes, high-reward place, and our goal is to continue to make the right bets year after year. So I'm very proud of what we've done over the last five years, but I would also say we're just at the very, very beginning of what we can do, and the next five years will be more exciting than the last five.
