AMD CEO Lisa Su says AI isn't a bubble and predicts 5 billion users by 2031

[acrossthestars]

For god's sake stopp dreaming of the "AI" bubble bursting......some of us use it daily and our productivity has skyrocketed - there is n ogoing back. It is real, it is evolving, we are paying and will keep paying for it and it is not a game. It is a revolution. The sooner you realize it the safer your future employment will be.

C'mon, man! I know the days are long and the drudgery is longer, but really think about what's happening here. Of course AI is really good at boosting productivity. It has to be. that's how they sell it to you. Do you really think spending $10 billion a year for the next 5 years building data centers, in order to increase the rendering speed of Powerpoint by 5%, is the intended outcome of making ChatGPT 6 "3x faster" than ChatGPT 5? Really?

The ugly truth is, we're all being played for suckers and a lot of people are falling for it. If all of these companies were to skip the "building synergy, through the use of artificial intelligence, to magnify productivity gains" phase and go straight to the "completely displace the workforce and put 90% of people out of business" phase (which is the desired end―that's not going to an accident or casual oversight), what do you think the response would be?

 

[godrilla]

So funny to see all the PCMRs losing their mind over what is the next industrial revolution just because RAM and Storage cost augmented due to the demand...

If you watched AMD CES presentation, then you have a glimpse why AI is a major breakthrough in a lot of fields. For once, we got to see real world applications.



Anyone still denying the technology in their safespaces will be left behind.

Hardware aside, there are blind spots to the growth of ai like the energy costs, exponential loss of jobs ( the current exploit to growth for short term gains) for example 1) all those PC Hardware vendors will now probably have mass layoffs in the near future. 2) Companies on tight budgets that need hardware like pc components will have to adjust their budgets in the form of layoffs and or wage freezes. 3) Anything with ram will likely go up in price so thanks to ai your purchasing power in lower due to inflation of hardware that hasn't trickled down. ( We already know Asus is canceling their phone line up) How many companies that sleeping and aren't aware of the significant cost of every day hardware we take for granted that have ram in it?

It's not even that. If you just buy a phone or laptop with an "AI" label on it, you're automatically counted as an AI user. Even if you never use that particular feature you already paid for it because it's included in the price of the product whether you want it or not.

Yes phones, apps etc but how will those useless ai features generate enough revenue to sustain the smoke screen?
Lg televisions have ai art that sells for a $2 monthly subscription and Samsung's phone ai subscription is 2 useless things that come to mind.
Students are using ai to help with homework but those are mostly free ai services.
The biggest growth I see is not from 50 billion individuals but probably from mega corporations and government subsidies paying for licensing fees for ai services.
5 year outlook more of the same ai making corporations bigger more powerful and eating up smaller brothers and sisters. Consumer side will gets sprinkled with the ai pros and mostly cons unless the bubble will pop prematurely and the hardware will have to be retrofitted to new clever tasks.
Just look at the 2026 Consumer electronic show is more like a Enterprise Electronic show for investors sprincled with mostly useless ai hardware for the consumer again imo!

 

[James321]

Proof that money corrupts and AMD has been corrupted.

 

[loki1944]

For god's sake stopp dreaming of the "AI" bubble bursting......some of us use it daily and our productivity has skyrocketed - there is n ogoing back. It is real, it is evolving, we are paying and will keep paying for it and it is not a game. It is a revolution. The sooner you realize it the safer your future employment will be.

It's just dead organized data. It is not revolutionary just iteratively evolutionary. It is extremely limited when it comes to thinking outside the box or in complex situation requiring actual experience to gauge. It's been about 99% wrong on things like Ukraine war because it is getting fed a narrative by its developers for example. Then all of a sudden you see the AI narrative crumble under the hammer of reality; which was historically obvious math from the get-go.

 

[Porkous]

If AI can automate algorithms and optimise work flow systems, based on decisions at neuronal level, a cortex reasoning as challenging enough to adjust based on context?! AI is pretty powerful!

Have we seen a machine that can reason based on billions of parameters at the tiniest scale ? Imagine the milky way but full of parameters. The AI has a small neuronal web in each star and each connects to the whole.

I'm not believing in AI in particular, but I do see that is pretty smart technology to take advantage of billions of transistor clusters.

What I don't see as proper as it could, is these companies pouring too much resources too soon. Let it grow organically!

 

[Rapob]

AI is not going anywhere but the bubble is real, due to Nvidia being overhyped. When Nvidia will face proper competition, which they will for sure, this year or next, their stock will drop off a cliff and entire tech market will take a massive hit and then slowly climb back to "normal levels"

Many big investors and banks are slowly leaving Nvidia and have done for months now. It is simply too risky. They all expect a big drop eventually. It won't "crash" but the big earnings are over. Train has left the station.

I gobbled up AI stocks back in 2016-2018 but have little left now. Glad I kept Micron tho. I am absolutely not buying Nvidia again. Took the win, bailed out.

 

[umeng2002]

Tl;dr If it were a bubble, it would be very bad for AMD; therefore it's not a bubble.

 

[disinfect8280]

C'mon, man! I know the days are long and the drudgery is longer, but really think about what's happening here. Of course AI is really good at boosting productivity. It has to be. that's how they sell it to you. Do you really think spending $10 billion a year for the next 5 years building data centers, in order to increase the rendering speed of Powerpoint by 5%, is the intended outcome of making ChatGPT 6 "3x faster" than ChatGPT 5? Really?

The ugly truth is, we're all being played for suckers and a lot of people are falling for it. If all of these companies were to skip the "building synergy, through the use of artificial intelligence, to magnify productivity gains" phase and go straight to the "completely displace the workforce and put 90% of people out of business" phase (which is the desired end―that's not going to an accident or casual oversight), what do you think the response would be?

You think AI is going to "completely displace the workforce"? ChatGPT took 4 tries just to convert a table from a PDF file to CSV format so I could import it into Excel the other day. Where is the progress? And now you know why we call AI programming slop.

 

[Melkor Unlimited]

"AMD CEO Lisa Su says AI isn't a bubble because she really wants them buying more AMD GPUs."

Not exactly GPUs.
Accelerators.
They give higher margins.

 

[Melkor Unlimited]

It is real, it is evolving, we are paying and will keep paying for it and it is not a game. It is a revolution. The sooner you realize it the safer your future employment will be.

I managed to retire before it came into ring

For god's sake stopp dreaming of the "AI" bubble bursting......some of us use it daily and our productivity has skyrocketed - there is n ogoing back.

AI as a working tool?
Sure it will stay and help.

AI as a "Ultimate Saviour" of The Humanity, The Life, The Universe and ALL ™?
Not so much.

 

[Rapob]

For god's sake stopp dreaming of the "AI" bubble bursting......some of us use it daily and our productivity has skyrocketed - there is n ogoing back. It is real, it is evolving, we are paying and will keep paying for it and it is not a game. It is a revolution. The sooner you realize it the safer your future employment will be.

AI is not going anywhere. I use AI almost daily as well. Work included but there is an AI bubble for sure, driven by Nvidia stock and all their partners. Overhyped due to even non-tech people buying into this, many, way too late.

It's almost like bitcoin. When everyone talks about it, it is simply too late, if you are looking for huge profit that is.


Buying more and even holding alot of Nvidia stock right now, is a gamble. It can drop very fast, as seen before (Deepseek etc.) and the risk to reward ratio is bad. It has a much higher chance to get lower than to grow alot from here. Stock stagnated.

Tons of upcoming AI startups. AMD AI GPUs gets better and better. More competition = Lower prices and Nvidia stock grew mostly due to margins, which they will be forced to lower eventually.

Also, AI GPU sales will slow down for sure at some point. Companies won't keep buying up overpriced AI GPUs with bad ROI but many of them are afraid to get left behind, and just buys GPUs without an actual plan on how to use AI in their business. AI this, AI that. Every single company wants AI, little people knows how to actually make/save money with it.

AMD and several other upcoming companies (several chinese) are coming with Nvidia alternatives, for alot less money.

 

[Axeia]

On the same level as when cigarette companies claimed they were good for you.

Company selling X says X is good *surprised_pikachu.jpg*

Of course it's a bubble, of course it's going to cost people jobs (yes they can both be true at the same time).
I don't expect the companies making the hardware or the models to go under when it bursts. They can just scale down, heck maybe some of them will remember other markets that used to be their primary one still exist.
It's the companies that slightly tweak an existing model and/or slap a service or UI and charge big money for it that'll go under. The money will go to a few big companies instead. Companies that jumped the gun early already scaled down on AI and rehired people again.

I just got my fingers crossed for some new venture or one of the Chinese companies to release a chip that will instantly delete 4/5th of NVIDIAs market value. NVIDIA can do with eating some humble pie.
Bonus points if it happens on a non-TSMC node.

 

[Miles O]

It can be both things: a bubble and not going anywhere. It amazes me how quickly we forget, or in some cases, are never taught. As an example, the internet has proven to be immensely useful and catapulted us into a new age. It changed everything. It was revolutionary, AND we still had the dot-com bubble burst. The internet didn’t go anywhere, but the markets certainly corrected after years of speculative investments and funding. It’s not wrong to be mindful of the same thing potentially happening here.

 

[bexwhitt]

If we are picking numbers out of our *** why not go big, 50 billion AI users /s

 

[ZedRM]

@ Lisa Su
Sorry babe, it's a bubble, bubbles pop. It's the natural order of things like this.

If you're smart, you'll prepare for it.

 

[acrossthestars]

You think AI is going to "completely displace the workforce"? ChatGPT took 4 tries just to convert a table from a PDF file to CSV format so I could import it into Excel the other day. Where is the progress? And now you know why we call AI programming slop.

Unless, or until, we find out that FAANG is engaging in the largest money laundering operation every perpetrated by mankind —that most or all of the AI improvements seen thusfar really are just "remote workers in India, slaving away a desk for 12 hours a day, pretending to be ChatGPT"—I absolutely do foresee it completely displacing the workforce. Or rather, I foresee companies intending that as a goal and using AI as the excuse to do mass layoffs, hoping that the promised exponential growth curve of the models they are using sufficiently overlaps with firing 80% of their workers, to no longer need them. Companies DO NOT want to have employees; employees are an expense, not an asset. Their skills are an asset, but they are a liability. What AI represents, if it works as well as advertised, is 100% uptime and 0% downsides: no politics, no disagreements, no differences of opinions (besides better ways to run the company and improve the product stack), no vacation time, no family interruptions, no problems—only efficiency and output.

I mean, the school system—with its focus on rote memorization and authoritarian handling of human resources—already trains most people to be compliant worker drones, to feed the hive. Why not cut out the middleman, drop the pretense of making people work longer hours as a pseudo-replacement for the automatons businesses wish they were, and just actually use robots?

 

[PXAbstraction]

For god's sake stopp dreaming of the "AI" bubble bursting......some of us use it daily and our productivity has skyrocketed - there is n ogoing back. It is real, it is evolving, we are paying and will keep paying for it and it is not a game. It is a revolution. The sooner you realize it the safer your future employment will be.

I love this AI Bro argument that saying the industry is in a bubble means AI will go away entirely. It's a ridiculous strawman from people who can't admit that they've bought into the hype. I use AI every day too and also recognize that the industry as it is now is completely unsustainable. The only company making money from AI is NVIDIA and none of the others have even the concept of a plan of being profitable. It has all the hallmarks of the dot com bubble, only much, much larger.

The future of AI is in smaller, more expensive, specialized, hyper accurate models designed for particular verticals. The idea of "one model to do everything" was never viable, but it was easy for clueless VCs because it was one place to put their money. And well, if you think AGI is anything but a myth within our lifetimes, then you just don't understand computer science at even a fundamental level.

A blog I wrote detailing this more: https://geekbravado.com/what-I-think-the-post-bubble-ai-future-looks-like/

 

[AlexIL]

Why do we continue calling this AI? It is not.

According to tech description marketing tales aside this is LLMs, glorified chat bots.

Anyone who attempted serious production with it by this time knows it’s useless.

You can’t possibly create AGI from that.

 

[JaredTheDragon]

AI is here to stay but the investment bubble is also real. Just like the .com boom

Except it's not here. It's not anywhere. It doesn't exist. There's nothing "intelligent" about LLMs.

For god's sake stopp dreaming of the "AI" bubble bursting......some of us use it daily and our productivity has skyrocketed - there is n ogoing back. It is real, it is evolving, we are paying and will keep paying for it and it is not a game. It is a revolution. The sooner you realize it the safer your future employment will be.

No, it hasn't and we don't need to "go back", because it doesn't even exist. It's a marketing scam and a fraud, and that's all it is. LLMs aren't new. It's all just another word for "search engine". It's so hilarious that anyone would fall for this and then claim any form of technological intelligence. You're paying for Searchalot.com to help you do your work - nobody should ever trust your opinion, about anything tech-related. Also there's no chance you actually work.

 

[Later]

Nope.....I have a brain. So don't need all the AI to bloat my computer.

 

[erickmendes]

"AMD CEO Lisa Su says AI isn't a bubble and predicts 5 billion users by 2031"

Ok, but how much of those 5bi users are going to be actual human beings?

... But seriously (for the moment being...)... The glorified chat bots are going to be part of the user experience for many yeas to come, for or sadness... Any half-brainned person who look at the stock market numbers and all the marketing bullshit and brainwash mantras all the tech Bros and Sis Su is churnning out will know that the actual stock market crazy it's a f***ng bubble...

The sad thing is that it's bursting surely may bring us hardware prices getting back to sane levels, but the bloatware will keep on flowing till the next big (techie) thingy appears in the horizon...

I will admit I tried Bazzite to run away from the AI Windows, but I got tired of trying to iron out the quirks... But if Windows get more bloated with AI thingies I may give it another try, but how many years will it take before Jensen Alligator Leather Jacket Huang stop selling us AI drivers disguised as GPUs? And now AMD/Intel(rip) is starting to put AI processing units inside my CPUs... Come on... leave my silicon at rest, I don't want a f***ing AI phone/PC/car/dishwasher... I want to boot my OS and play my damn game... I don't want a hellraised Clippy-thing chatbot to clutter my experience...

The Ethereum mining craze was a pita but I never imagined we would be back into hardware market hell so soon...

That teach me one thing... A mild powerful future-proof gaming PC is the only thing that can keep you safe and served when a tech bubble hit us...

I'm going to hold to my 5800x3D till that bubble go away, then I'll build a new PC, perhaps 5 to 6 years from now, hopefully at sane price levels, with "non-AI" components...

Let's keep the hope up...

 

[sks9988]

To think, there was a time I actually had respect for the woman.

Oh well. I guess she is bound and determined to dunk herself in the same raw AI slop sewage as Nadella.