Lisa Su isn’t buying the “AI bubble” narrative. In her latest WSJ profile, she doubles down on "insatiable [AI] demand”, a $1T AI + data center market by 2030, and the idea that it’s far riskier to underinvest in AI infrastructure than to lean in with bold bets on platforms like AMD Instinct. The article also highlights a key point from TensorWave co-founder & CEO Darrick Horton: AMD-based AI infrastructure gives builders a real alternative to single-vendor lock-in, with a compelling performance and pricing profile that opens the door to more experimentation, more innovation, and more choice. In short: Lisa Su is playing the long game on AI, and we’re proud that TensorWave’s all-AMD cloud is part of that story. Give our article recap a read:
Content Marketing Manager
13hLove how Lisa Su frames this moment for AI: not a bubble, but a once-in-a-generation infrastructure shift. A healthier ecosystem needs more than one dominant supplier!