Lisa Su：AMD部分芯片获批出口中国

Core Viewpoint - AMD has received permission to export certain MI 308 chips to China, with a 15% tax to be paid to the U.S. government, marking a significant development for the company in the AI market [1][4]. Group 1: Export and Market Dynamics - AMD's CEO, Lisa Su, confirmed the company's readiness to pay the 15% tax on MI 308 chips for export to China, following an agreement with the U.S. government [1][4]. - The MI 308 chip specifications are not finalized, but they may align with NVIDIA's H2O AI accelerator, giving AMD a slight edge in the Chinese AI market, especially as NVIDIA faces export delays and regulatory challenges [1][4]. - AMD has not included MI 308 sales in its Q4 revenue expectations, indicating uncertainty in the Chinese market due to a focus on domestic solutions by Beijing [2]. Group 2: AI Market and Competitive Landscape - Lisa Su stated that there is no AI bubble, emphasizing the need for companies like AMD to provide substantial chips for the growing AI industry, countering concerns about overvaluation [3][5]. - AMD's market capitalization has significantly increased from $2 billion to $300 billion since Su became CEO in 2014, showcasing the company's rapid growth [3]. - The company has entered a major agreement with OpenAI to deploy 6 gigawatts of AMD Instinct GPUs, with the first deployment expected in the second half of next year [4]. Group 3: Challenges and Future Outlook - AMD faces challenges in building data centers and ensuring chip delivery to customers, which are critical for meeting the demands of the AI market [4]. - Su believes that AI is still in its early stages and that the company must prepare for future chip demands, as next-generation models are expected to be even better [5].