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Lisa Su’s AI Strategy

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Lisa Su’s AI Strategy

Leaders Who Make a Difference: Lisa Su, Chair and CEO of AMD

About the Event

Each spring, HBR hosts Leaders Who Make a Difference, a live virtual conference that spotlights executives and organizations making a positive impact in the world.

Lisa Su: A Leader in High-Performance Computing

This past year’s headliner was Lisa Su, chair and CEO of AMD, a company that has over the past decade become a leader in high-performance and adaptive computing powered by AI.

AMD’s Success Story

AMD is now one of the fastest-growing semiconductor businesses in the world, with customers ranging from Subaru and Tesla to Microsoft and Google.

The Future of Computing

As the leader of AMD, Lisa Su is driving the development of new technologies that are changing the way we live and work. From artificial intelligence (AI) to data analytics, AMD is at the forefront of the digital revolution.

Lisa Su’s Vision

Lisa Su’s vision for AMD is to harness the power of technology to make a positive impact on the world. She believes that technology should be used to improve people’s lives, not just drive profits.

Award-Winning Leadership

Lisa Su has received numerous awards and accolades for her leadership and innovation, including being named one of the 100 Most Influential People in the World by TIME Magazine.

Conclusion

Lisa Su’s leadership at AMD is a shining example of what it means to make a difference in the world. Her company’s commitment to innovation and progress is inspiring, and her vision for a better future is one that we can all get behind.

FAQs

  • What is Leaders Who Make a Difference? A live virtual conference hosted by HBR that spotlights executives and organizations making a positive impact in the world.
  • What is AMD’s mission? To harness the power of technology to make a positive impact on the world.
  • What is Lisa Su’s vision for AMD? To drive the development of new technologies that improve people’s lives, not just drive profits.

Innovation and Technology

The AI Revolution Is Coming

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The AI Revolution Is Coming

Introduction to the AI Revolution

The AI revolution is coming, and it’s going to change everything. From the way we work to the way we live, artificial intelligence is set to have a profound impact on our daily lives. But are we prepared for the changes that are coming? The answer, unfortunately, is no. Most of us are not prepared for the AI revolution, and it’s going to take some getting used to.

What is the AI Revolution?

The AI revolution refers to the rapid development and deployment of artificial intelligence technologies across various industries and aspects of life. This includes machine learning, natural language processing, computer vision, and other forms of AI that are being used to automate tasks, make decisions, and interact with humans.

Key Technologies Driving the AI Revolution

Several key technologies are driving the AI revolution, including:

  • Machine learning: This is a type of AI that allows systems to learn from data and improve their performance over time.
  • Natural language processing: This is a type of AI that allows systems to understand and generate human language.
  • Computer vision: This is a type of AI that allows systems to interpret and understand visual data from images and videos.

Impact of the AI Revolution

The AI revolution is going to have a significant impact on our lives, and it’s not all positive. While AI has the potential to bring about many benefits, such as increased efficiency and productivity, it also poses significant risks, such as job displacement and bias.

Positive Impacts of the AI Revolution

Some of the positive impacts of the AI revolution include:

  • Increased efficiency: AI can automate many tasks, freeing up humans to focus on more creative and high-value work.
  • Improved decision-making: AI can analyze large amounts of data and provide insights that humans may miss.
  • Enhanced customer experience: AI can be used to personalize customer interactions and provide 24/7 support.

Negative Impacts of the AI Revolution

Some of the negative impacts of the AI revolution include:

  • Job displacement: AI has the potential to automate many jobs, leaving millions of people without work.
  • Bias: AI systems can perpetuate existing biases and discriminate against certain groups of people.
  • Loss of privacy: AI can be used to collect and analyze large amounts of personal data, threatening our privacy and security.

Preparing for the AI Revolution

So, how can we prepare for the AI revolution? The answer is not simple, but there are several steps we can take to get ready.

  • Educate yourself: Learn about AI and its applications, and stay up to date with the latest developments.
  • Develop new skills: As AI automates many tasks, it’s essential to develop new skills that are complementary to AI.
  • Support AI research and development: Encourage and support research and development in AI, and advocate for responsible AI development.

Strategies for Businesses

Businesses can also take several steps to prepare for the AI revolution, including:

  • Investing in AI research and development: Businesses can invest in AI research and development to stay ahead of the competition.
  • Upskilling and reskilling: Businesses can provide training and development programs to help their employees develop new skills.
  • Implementing AI responsibly: Businesses can implement AI in a responsible and transparent way, ensuring that it is fair, secure, and respectful of human rights.

Conclusion

The AI revolution is coming, and it’s going to change everything. While there are many benefits to AI, there are also significant risks. To prepare for the AI revolution, we need to educate ourselves, develop new skills, and support responsible AI research and development. By working together, we can ensure that the AI revolution benefits everyone, and that we are all prepared for the changes that are coming.

FAQs

Q: What is the AI revolution?
A: The AI revolution refers to the rapid development and deployment of artificial intelligence technologies across various industries and aspects of life.
Q: What are the key technologies driving the AI revolution?
A: The key technologies driving the AI revolution include machine learning, natural language processing, and computer vision.
Q: What are the positive impacts of the AI revolution?
A: The positive impacts of the AI revolution include increased efficiency, improved decision-making, and enhanced customer experience.
Q: What are the negative impacts of the AI revolution?
A: The negative impacts of the AI revolution include job displacement, bias, and loss of privacy.
Q: How can we prepare for the AI revolution?
A: We can prepare for the AI revolution by educating ourselves, developing new skills, and supporting responsible AI research and development.

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Innovation and Technology

Quantum Computing Threatens Bitcoin

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Quantum Computing Threatens Bitcoin

Introduction to the Quantum Threat

Bitcoin and other cryptocurrencies are now embedded in the global financial system. Countries are creating strategic reserves, and institutional investors, from hedge funds to pension schemes, are allocating capital to digital assets.

Many individuals, businesses, and even governments are exposed to price fluctuations in this notoriously volatile market. But could it all collapse overnight if quantum computing renders the technology behind cryptocurrencies obsolete, potentially causing trillions of dollars in value to vanish?

That’s the risk some experts associate with quantum computing. These futuristic machines harness the strange properties of quantum mechanics to perform specific types of calculations exponentially faster than even the most powerful supercomputers. Given enough power, quantum computers could one day break the cryptographic foundations of blockchain systems like Bitcoin.

The Threat of Quantum Computing

At the start of 2024, an estimated 500 million people globally held Bitcoin or other cryptocurrencies, a 34% increase from the year before. The majority of holders reside in Asia and North America. In many cases, these assets represent a substantial portion of personal wealth or national reserves.

If a technological advance were to render these assets insecure, the consequences could be severe.

Cryptocurrencies function by ensuring that only authorized parties can modify the blockchain ledger. In Bitcoin’s case, this means that only someone with the correct private key can spend a given amount of Bitcoin.

Bitcoin currently uses cryptographic schemes such as the Elliptic Curve Digital Signature Algorithm (ECDSA) and Schnorr signatures to verify ownership and authorize transactions. These systems rely on the difficulty of deriving a private key from a public key, a task that is computationally infeasible for classical computers.

This infeasibility is what makes “brute-force” attacks, trying every possible key, impractical. Classical computers must test each possibility one by one, which could take millions of years.

Quantum computers, however, operate on different principles. Thanks to phenomena like superposition and entanglement, they can perform many calculations in parallel. In 1994, mathematician Peter Shor developed a quantum algorithm capable of factoring large numbers exponentially faster than classical methods. This algorithm, if run on a sufficiently powerful quantum computer, could undermine encryption systems like ECDSA.

Understanding Quantum Computers

The core difference lies in how quantum and classical computers handle data. Classical computers process data as binary digits (bits), either 0s or 1s. Quantum computers use qubits, which can exist in multiple states simultaneously.

As of 2024, the most advanced quantum computers can process around 1,000 qubits, but estimates suggest that breaking Bitcoin’s ECDSA encryption would require a machine with 10 million to 300 million fault-tolerant qubits, a goal that remains years or even decades away.

Nonetheless, technology often advances unpredictably, especially now that AI tools are accelerating research and development across fields, including quantum computing.

Counter-Measures and Preparations

This is why work on quantum-safe (or post-quantum) cryptography is already well underway. The U.S. National Institute of Standards and Technology (NIST) is leading efforts to standardize cryptographic algorithms that are secure against quantum attacks, not just to protect cryptocurrencies but to safeguard the entire digital ecosystem, from banking systems to classified government data.

Once quantum-safe standards are finalized, Bitcoin and other blockchains could adapt accordingly. Bitcoin’s open-source software is managed by a global community of developers with clear governance protocols for implementing updates. In other words, Bitcoin is not static; it can evolve to meet new threats.

The Future of Bitcoin and Quantum Computing

Could quantum computing kill Bitcoin? In theory, yes, if Bitcoin failed to adapt and quantum computers suddenly became powerful enough to break its encryption, its value would plummet.

But this scenario assumes crypto stands still while quantum computing advances, which is highly unlikely. The cryptographic community is already preparing, and the financial incentives to preserve the integrity of Bitcoin are enormous.

Moreover, if quantum computers become capable of breaking current encryption methods, the consequences would extend far beyond Bitcoin. Secure communications, financial transactions, digital identities, and national security all depend on encryption. In such a world, the collapse of Bitcoin would be just one of many crises.

The quantum threat is real, but so is the work being done to prevent it.

So, if you’re among the millions with a bit of Bitcoin tucked away in the hope it will one day make you rich, well, I can’t guarantee that will happen. But I don’t think you need to worry that quantum computing is going to make it worthless any time soon.

Conclusion

In conclusion, while the threat of quantum computing to Bitcoin and other cryptocurrencies is real, it is not imminent. The development of quantum computers capable of breaking current encryption methods is still in its early stages, and the cryptographic community is already working on counter-measures. Bitcoin and other blockchains have the potential to adapt and evolve to meet new threats, ensuring their continued security and integrity.

Frequently Asked Questions

Q: Can quantum computers break Bitcoin’s encryption?

A: Theoretically, yes, but it would require a quantum computer with a large number of fault-tolerant qubits, which is still years or decades away.

Q: What is being done to prevent quantum computers from breaking Bitcoin’s encryption?

A: The cryptographic community is working on developing quantum-safe (or post-quantum) cryptography, and the U.S. National Institute of Standards and Technology (NIST) is leading efforts to standardize cryptographic algorithms that are secure against quantum attacks.

Q: Will quantum computing kill Bitcoin?

A: It’s unlikely, as Bitcoin and other blockchains have the potential to adapt and evolve to meet new threats, and the financial incentives to preserve their integrity are enormous.

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Innovation and Technology

AMD Unveils MI350 GPU And Roadmap

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AMD Unveils MI350 GPU And Roadmap

Introduction to AMD’s Advancing AI Event

AMD held their now-annual Advancing AI event today in Silicon Valley, with new GPUs, new networking, new software, and even a rack-scale architecture for 2026/27 to better compete with the Nvidia NVL72 that is taking the AI world by storm. The event was kicked off by Dr. Lisa Su, Chairman and CEO of AMD.

Net-Net Conclusions: AMD Is Catching Up

While AMD has yet to achieve investor expectations, and its products remain a distant second to Nvidia, AMD continues to keep to its commitment to an annual accelerator roadmap, delivering nearly four times better performance gen-on-gen with the MI350. That pace could help it catch up to Nvidia on GPU performance, and keeps it ahead of Nvidia regarding memory capacity and bandwidth, although Nvidia’s lead in networking, system design, AI software, and ecosystem remains intact.

However, AMD has stepped up its networking game with support for UltraEthernet this year and UALink next year for scale-out and scale-up, respectively. And, for the first time, AMD showed a 2026/27 roadmap with the “Helios” rack-scale AI system that helps somewhat versus Nvidia NVL72 and the upcoming Kyber rack-scale system. At least AMD is now on the playing field.

Oracle said they are standing up a 27,000 GPU cluster using AMD Instinct GPUs on Oracle Cloud Compute Infrastructure, so AMD is definitely gaining traction. AMD also unveiled ROCm 7.0 and the AMD Developer Cloud Access Program, helping it build a larger and stronger AI ecosystem.

The AMD MI350Series GPUs

The AMD Instinct GPU portfolio has struggled to catch up with Nvidia, but customers value the price/performance and openness of AMD. In fact, AMD claims to offer 40% more tokens per dollar, and that 7 of the 10 largest AI companies have adopted AMD GPUs, among over 60 named customers.

The biggest claim to fame AMD touts is the larger memory footprint it supports, now at 288 GB of HBM3 memory with the MI350. That’s enough memory to hold today’s larger models, up to 520B parameters, on a single node, and 60% more than the competition. That translates to lower TCO for many models. The MI350 also has twice the 64-bit floating point performance versus Nvidia, important for HPC workloads.

The MI355 is the same silicon as the MI300 but is selected to run faster and hotter, and is AMD’s flagship data center GPU. Both GPUs are available on the UBB8 industry standard boards in both air- and liquid cooled versions.

AMD claims, and has finally demonstrated through MLPerf benchmarks, that the MI355 is roughly three times faster than the MI300, and even on par with the Nvidia B200 GPU from Nvidia. But keep in mind that Nvidia NVLink, InfiniBand, system design, ecosystem, and software keep it in a leadership position for AI, while the B300 will begin shipment soon.

AMD’s GPU Roadmap Becomes More Clear

AMD added some detail on next year’s MI400 series as well. Sam Altman himself appeared on stage and gave the MI450 some serious love. His company has been instrumental in laying out the market requirements to the AMD engineering teams.

The MI400 will use HBM4 at 423GB per GPU, as well as supporting 300GB/s UltraEthernet through Pensando NICs.

To put the MI400 performance into perspective, check out the hockey stick performance they are expecting in the graph below. This reminds us of a similar slide Jensen Huang used at GTC. Clearly, AMD is on the right path.

Networking: AMD’s Missing Link

While a lot of attention in the AMD Advancing AI event surrounded the MI350/355 GPUs and the roadmap, the networking section was more exciting and important.

More important to large-scale AI, AMD is an original member of the UALink consortium, and will support UALink with the MI400 series. While the slide below makes it look amazing, keep in mind that Nvidia will likely be shipping NVLink 6.0 in the same timeframe, or earlier.

AMD ROCm Might Actually Start to Rock!

Finally, let’s give ROCm some credit. The development team has been hard at work since the Silicon Analysis crushed the AI software stack late last year, and they have some good performance results to show for it as well as ecosystem adoption.

To demonstrate the performance point, AMD showed over three times the performance for inference processing using ROCm 7. This is in part due to the ever-improving state of the open AI stack such as Triton from OpenAI, and is a developing trend that will keep Nvidia on its toes.

Conclusion

In conclusion, AMD’s Advancing AI event showed that the company is committed to catching up with Nvidia in the AI space. With its new GPUs, improved networking, and enhanced software, AMD is making significant strides in the industry. While Nvidia still maintains a leadership position, AMD’s efforts are helping to close the gap.

FAQs

Q: What was the main focus of AMD’s Advancing AI event?
A: The main focus of AMD’s Advancing AI event was to showcase the company’s new GPUs, improved networking, and enhanced software, as well as its commitment to catching up with Nvidia in the AI space.

Q: What is the MI350 and how does it compare to Nvidia’s GPUs?
A: The MI350 is AMD’s new GPU that offers 288 GB of HBM3 memory and twice the 64-bit floating point performance versus Nvidia. While it still lags behind Nvidia’s GPUs in some areas, it provides a competitive alternative with its larger memory footprint and lower TCO.

Q: What is AMD’s GPU roadmap for the future?
A: AMD’s GPU roadmap includes the MI400 series, which will use HBM4 at 423GB per GPU and support 300GB/s UltraEthernet through Pensando NICs. The company is also working on a rack-scale AI system called "Helios" for 2026/27.

Q: How does AMD’s ROCm software stack compare to Nvidia’s?
A: AMD’s ROCm software stack has improved significantly over the last two years and has seen broad ecosystem collaboration. While Nvidia’s software stack is still more comprehensive, AMD’s ROCm is becoming a more viable alternative with its improved performance and openness.

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