AMD CEO Lisa Su on the AI chip race and Nvidia

The Times Tech Podcast features Danny Fortson's interview with Lisa Su, CEO of AMD, focusing on AMD's competition with Nvidia in the AI chip market. They discuss Nvidia's recent financial results and market position, AMD's strategies for competing in the AI space, and the geopolitical factors influencing the chip industry, particularly regarding China and reshoring efforts. Lisa Su shares her background, her role in AMD's turnaround, and her optimistic vision for AI's future impact, while Danny and Katie analyze the implications for the tech industry and the broader economy. The conversation also covers the challenges and opportunities in high-performance computing and the strategic decisions AMD has made to achieve its current success.