AMD CEO Lisa Su has already made the impossible possible once: under her leadership, AMD overthrew $AMD (+0.69%) the chip giant Intel $INTC (-2.58%) from its throne and increased its market value from just USD 2 billion at the time to around USD 160 billion today. Su made the company a serious player in the data center market. While Intel is still wavering, having just announced a new CEO, Su is already setting her sights on her next target: To beat Nvidia $NVDA (+2.15%) which dominates the lucrative AI chip business with a market share of around 90 %. AMD, on the other hand, currently only has a market share of less than 5%.
Dr. Lisa Su
Investors are skeptical despite AMD's strong figures for 2024 - 14% more sales and a 22% increase in gross profit - as the share price has recently reacted cautiously. The reason: the lag in the crucial software area, where Nvidia is still clearly superior with its CUDA platform. This is precisely where Lisa Su wants to start. Her strategy: long-term investment in better, open software solutions, intensive support for AI models, consistent solutions close to the customer. But Su asks for patience. She sees the competition as a marathon, not a sprint - true to the motto: the steady drip of innovation wears away the stone.
AMD Ryzen AI Max
Nvidia's primary focus on data center solutions gives it a "blind spot" on the local LLM trend, which Su wants to take advantage of. The need of users for Sovereign AI and Sovereign Data is intensifying, especially in Europe and also fueled by the current protectionist US policy. Rising API costs are also driving interest in local hardware solutions that are cheaper, more accessible, more powerful and more efficient than Nvidia's offerings. With the latest M4 Max and M3 Ultra Mac Studios, Apple already has $AAPL (+0.8%) already has a small lead in this area. However, with the Ryzen AI Max Platform, AMD is entering the race with a promising, more cost-effective and versatile alternative.
#nvidia
#amd
#intel
#ai
#lisasu
#ryzenai
#ryzenaimax
#Apple
#m4pro
#m3ultra
#macstudio
Sources:
https://www.businessinsider.com/amd-lisa-su-ceo-nvidia-competition-2025-3