AMD's Lisa Su: A Number of 'OpenAI-Scale' Clients Are Eager to Buy AI Chips
2025-11-07 / Read about 0 minute
Author:小编   

During AMD's most recent third - quarter earnings conference call, CEO Lisa Su disclosed that after the collaboration with OpenAI—a partnership anticipated to yield revenues surpassing $100 billion—numerous clients are currently looking to forge partnerships with AMD on a comparable scale. When asked about “the influence of the OpenAI collaboration on AMD's market standing” and “the potential risk stemming from customer concentration,” Su mentioned that AMD is strategically planning its supply chain to cater to multiple clients of similar magnitude. This approach is aimed at mitigating the risk associated with relying too heavily on a single client. In the business world, having a diverse client base is often seen as a more stable and sustainable strategy. Just like in daily life, if you only rely on one source of income, you may face financial difficulties if that source is disrupted. Similarly, for a company like AMD, depending on a single client can be risky, so diversifying its clientele is a wise move.