以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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Lisa Su
13 atoms · 跨 9 天 · 首见 2026-05-05 · 最近 2026-06-26
三色: 🟦 fact 10 · 🟥 take 3 · stance ▲7/▼1/◆3
来源: X 13
时态: fresh:12 · aging:1
标签: 好观点:8 · 好信源:3 · 好数字:2
叙事 (narrative) (3)
- 2026-06-26 · HBM procurement scale relative to Hock and Jensen
the scale isn't at Hock or Jensen's level
tags: 好观点 · → daily
value: direction=negative
- 2026-05-31 · MIT毕业典礼演讲观点
AMDのCEO、リサ・スーがMIT卒業式で述べた祝辞「難問に挑め、AI時代の未来は人間が決める」
tags: 好观点 · → daily
value: direction=na
- 2026-05-08
[老化中] · 管理能力评价
Better than Cook, on par with Jen-Hsun
tags: 好观点 · → daily
预测 (forecast) (3)
- 2026-05-19 · 预测全球AI用户数2030年
More than 1 billion people use AI worldwide every day, and that is expected to reach 5 billion by 2030, Su noted.
tags: 好数字 · → daily
value: qty=5 billion · date=2030
- 2026-05-05 · 服务器增长展望
we expect server growth to accelerate meaningfully as we scale supply to meet demand
tags: 好观点 · → daily
value: direction=加速
- 2026-05-05 · 展望CPU与GPU数量关系
Lisa Su: 'With loads and loads of agents, you could imagine more CPUs than GPUs.'
tags: 好观点 · → daily
事实 (fact) (7)
- 2026-05-21 · 陈述AMD押注TSMC和先进封装
AMD CEO Lisa Su: We Made Two Bets. One Was TSMC. That Turned Out to Be a Great Bet for Us. The Second Was Advanced Packaging. Now the Entire Industry Is Using This
tags: 好信源 · → daily
- 2026-05-19 · 陈述中国AI生态系统
China has the world's most vibrant #AI ecosystem, The Paper reported AMD CEO Lisa Su as saying in her keynote speech at the AMD AI Developers Conference in Shanghai today.
tags: 好信源 · → daily
value: direction=最活跃
- 2026-05-09 · 送出20%股权
lisa送了20%股权出去
tags: 好数字 · → daily
value: qty=20% · date=
- 2026-05-06 · 去年表示需要更多 CPUs
I had heard similar statement from Lisa Su and Jensen in our QA sessions with them. Both were saying the need for more CPUs
tags: 好信源 · → daily
- 2026-05-05 · 对 Q1 业绩的评价
We delivered an outstanding first quarter, driven by accelerating demand for AI infrastructure, with Data Center now the primary driver of our revenue and earnings growth.
tags: 好观点 · → daily
- 2026-05-10 · 融资频率高
最近几乎每个月都能讨到
tags: 好观点 · → daily
value: qty=几乎每个月都能讨到 · date=最近几乎每个月
- 2026-05-09 · 带领公司渡过危机
当年卖大楼，剥离foundry都没死
tags: 好观点 · → daily
value: qty=当年卖大楼，剥离foundry都没死 · date=
时间轴 (近 20)
- 2026-06-26 ·
narrative · HBM procurement scale relative to Hock and Jensen · → daily
- 2026-05-31 ·
narrative · MIT毕业典礼演讲观点 · → daily
- 2026-05-21 ·
fact · 陈述AMD押注TSMC和先进封装 · → daily
- 2026-05-19 ·
fact · 陈述中国AI生态系统 · → daily
- 2026-05-19 ·
forecast · 预测全球AI用户数2030年 · → daily
- 2026-05-10 ·
fact · 融资频率高 · → daily
- 2026-05-09 ·
fact · 带领公司渡过危机 · → daily
- 2026-05-09 ·
fact · 送出20%股权 · → daily
- 2026-05-08 ·
narrative · 管理能力评价 · → daily
- 2026-05-06 ·
fact · 去年表示需要更多 CPUs · → daily
- 2026-05-05 ·
fact · 对 Q1 业绩的评价 · → daily
- 2026-05-05 ·
forecast · 服务器增长展望 · → daily
- 2026-05-05 ·
forecast · 展望CPU与GPU数量关系 · → daily
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