AMD calls its shot, but the real race is engineering velocity

1 · Siliconangle · July 28, 2026, 2:34 a.m.
Summary
In her address at AMD’s Advancing AI event, Lisa Su made a bold statement regarding the company's direction, likening it to Babe Ruth’s legendary home run prediction. However, the author argues that AMD's success hinges not on outperforming Nvidia but on becoming a crucial alternative in the engineering landscape.