"Lores pointed to Su's clarity of vision while Su told me that she appreciated Lores's willingness to take a bold bet on a then-struggling semiconductor company with a ho-hum product line that was losing ground to competitors like Intel and Nvidia. "We had used AMD only for the low end of our consumer business and we jointly saw an opportunity to use their technology in more premium products for commercial customers," said Lores, who notes that he became convinced after seeing what was in the pipeline."
"As CEOs, they went on to transform their companies and double down on their collaboration, with AMD now supplying the high-performance chips at the heart of HP's AI-driven PCs, laptops, and workstations. Under Su, AMD has become a powerhouse in the AI revolution and a case study in reinvention. Lores, meanwhile, has been transforming HP from a hardware business to what he calls an "experience solutions company" that brings AI capabilities from the cloud to the device."
The leaders first connected more than a dozen years ago when HP used AMD only for low-end consumer products and both saw potential for premium commercial applications. They worked to convince their CEOs and develop the economics to expand AMD technology into higher-end HP devices. The partnership matured as both executives transformed their companies: AMD emerged as an AI-focused chipmaker while HP shifted toward an experience-solutions model that brings AI from the cloud to devices. Current challenges include persuading customers and software firms of device-level AI value amid heavy enterprise investment in large language models.
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