Are We in an AI Bubble? AMD’s Lisa Su speaks out in Taiwan 【Taiwanology Ep.60】

Is the AI boom a bubble? AMD Chair and CEO Lisa Su joins Commonwealth Magazine to share why the AI revolution is just getting started, and why Taiwan remains the center of this universe. Find out why she believes open ecosystems and "AI everywhere" are reshaping our future.

Episode highlights:

01:45 What's behind AMD's $10B investment in Taiwan and 2nm partnership with TSMC?

06:12 Why is Taiwan the only place that can pull off this level of tech manufacturing?

11:00 "Coopetition": How can supply chain rivals stay friendly with each other?

13:00 Who actually makes money in AI?

22:00 What is "Physical AI" and why is it the next technological wave?

27:00 Open vs. Closed: Which tech ecosystem will grow the fastest?

32:00 – Are we in an AI bubble?

Host: Yishan Chen, Editor-in-Chief of CommonWealth Magazine

Guest: Lisa Su, CEO of AMD

Producers: Yayuan Chang, Weiru Wang

＊Read more：https://english.cw.com.tw/article/article.action?id=4791

＊Share your thoughts：bill@cw.com.tw