Lisa Su says AI needs 100x more compute

$AMD CEO Lisa Su says the world needs another 100x increase in compute over the next four to five years.
Her point is that today’s AI models are already powerful, but the full potential of AI still requires far more infrastructure.
That keeps the AI compute cycle front and center for semiconductors, accelerators, networking, memory, and data centers.
For $AMD, the message is clear: the AI buildout is still in the early innings if demand scales anywhere close to that level.
The market will be watching whether AMD can turn that compute demand into share gains against $NVDA.