Lisa Su says "We are seeing the return on investments" as she defends AI spending
“Now, the important thing is where is the return on investment for those investments? We are seeing the return on investments. I mean, the fact is, we are ramping our own AI usage within AMD very significantly month over month. And we're seeing the productivity come back in just better products, more capable products, faster time to market. And that will come out as you look at the long arc [of technology].”
AMD CEO Lisa Su defended rising corporate spending on artificial intelligence amid a market sell-off in tech stocks triggered by higher-than-expected capital expenditures from companies like Alphabet. In an interview, Su responded to investor skepticism by stating that AMD itself is increasing its internal use of AI month over month and is already seeing productivity gains through better products and faster development cycles. She argued that these benefits will become apparent over the long term. The remarks come as several tech firms report ramped-up AI investment, with executives from Mastercard and IBM echoing confidence that such spending will eventually pay off, even as Wall Street reacts harshly to the higher costs.
- yahoo.com ↗︎26 JUL 2026