"Su expects a lot more of all of that, and thinks we can't even envision some advancements AI will enable five years from now. Driving the news: Su, who has helmed the U.S. chipmaker for more than a decade, told Axios' Ina Fried her company's resurgence was made possible by focusing on the "bleeding-edge, highest-performing chips out there," which are in particularly high demand thanks to the AI boom."
"She called AI the "most transformative" technology of her long career in tech, and possibly any of our lifetimes. And she said the U.S had to ""run fast, and run even faster"" to maintain its leadership in AI technology. What she's saying: Su praised the Trump administration's focus on tech leadership and called its AI action plan a "good blueprint.""
A U.S. chipmaker's resurgence came from focusing on bleeding-edge, highest-performing chips that are in high demand due to the AI boom. AI is identified as the most transformative technology of recent decades and is expected to enable advancements beyond current imagination within five years. Policy priorities include encouraging U.S. manufacturing, easing construction of data centers, and ensuring sufficient energy supply. Advanced chips are already export-controlled, but exporting an American-based AI stack globally is seen as an opportunity. The market for AI data-center accelerators could grow to roughly $500 billion in three to four years, rivaling the former size of the entire semiconductor industry.
Read at Axios
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