Lisa Su - Steady As She Goes

Lisa Su's Recent Stratechery Interview And Computex Keynote

This post discusses insights from Lisa Su's interview with Ben Thompson and the Computex keynote.

We’ll also cover the one head-scratcher that AMD must improve going forward.

Along the way, we’ll see an argument advocating for Nvidia to acquire Ampere.

Modularity

Lisa believes the future of AI hardware is customer choice enabled by modular designs.

From St…