Superior Micro Units CEO Lisa Su touts the ‘accelerating demand’ for A.I. and discusses her ‘alternative of a lifetime’ with the Trump administration on ‘The Claman Countdown.’
An essential participant within the world semiconductor and synthetic intelligence (AI) industries is praising the Trump administration’s plan to maintain America forward of its adversaries.
“This administration has been actually proactive in working with us when it comes to the know-how trade, to determine how we make sure that American AI truly leads the world,” Superior Micro Units CEO Lisa Su mentioned on “The Claman Countdown” Wednesday.
“I had the chance to be on the White Home final week,” she added, “and that was a giant subject of dialog, is, how can we speed up the speed and tempo of innovation for U.S. AI? China is a vital market to us. Our semiconductors, our chips are additionally essential for nationwide safety, so it is rather a lot a steadiness.”
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Su, who has led AMD since 2014, doesn’t see an AI bubble in the long run. As a substitute, she factors to accelerating demand that requires partnerships with different main gamers corresponding to Oracle, Microsoft, Google and Amazon.
“We imagine that the AI infrastructure for silicon, which is our chips, will likely be over $500 billion over the subsequent couple of years,” Su mentioned. “And this is a chance for partnership, which is so, so vital as a result of there is not any one firm that may do all of it.”
President Donald Trump speaks throughout the “Profitable the AI Race” summit on the Andrew W. Mellon Auditorium on July 23, 2025, in Washington, D.C. (Picture by Chip Somodevilla/Getty Photographs / Getty Photographs)
Final week, President Donald Trump hosted tech figures for the primary occasion on the revamped White Home Rose Backyard. Executives together with Apple CEO Tim Cook dinner, Meta founder and CEO Mark Zuckerberg, OpenAI CEO Sam Altman and Microsoft co-founder Invoice Gates reportedly praised the administration’s “AI Motion Plan,” highlighting public-private partnerships, semiconductor manufacturing assist and a extra favorable regulatory and coverage atmosphere, in response to a White Home press launch.
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“I suppose the important thing factor right here is we need to ensure that there’s management within the American AI stack, and the administration has actually labored with us collectively to determine how to do this,” Su added.
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“The AI Motion plan that has been put out by the administration is definitely a superb blueprint for what it takes for America to steer… America leads in AI at this time, and we have to run quick and run even sooner,” she continued. “No query that, in partnership with the U.S. authorities and in partnership with this administration, we are able to truly speed up the speed and tempo.”