AMD’s Lisa Su on AI Chips & Shaun White’s Snow League 11/12/25

Squawk Pod

CNBC

Business News, News, Investing, Business

4.2 • 543 Ratings

🗓️ 12 November 2025

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

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Summary

Advanced Micro Devices is betting big on AI. CEO Lisa Su discusses AMD’s latest earnings, the company’s $100 billion data center chip target, and its partnership with OpenAI. She shares her outlook on AI demand, export controls, and the competitive landscape in the AI arms race. Then, Olympic gold medalist and The Snow League co-founder Shaun White explains his new professional snowboarding and free-skiing league and the future of winter sports. Plus, airlines warn flight cancellations may continue even after the government shutdown ends, and the White House is considering a rule that could upend shareholder voting by limiting the power of proxy advisers and index fund giants. Lisa Su - 15:21 Shaun White - 42:07 In this episode: Lisa Su, @LisaSu Shaun White, @ShaunWhite Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Transcript

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0:00.0	Bring in show music, please.
0:03.0	Hi, I'm CNBC producer Katie Kramer.
0:07.0	Today on Squawk Pod.
0:09.0	Lisa Sue, CEO Chipmaker AMD, on the promise of artificial intelligence for her $380 billion company.
0:17.0	The signals in the market right now say that we're still at the very beginning
0:21.1	of the technology, but you're starting to see significant productivity. And for how we live,
0:26.8	where we work, what we buy, the chips we need to power AI. I don't think it's a big gamble. I think
0:33.8	it's the right gamble. And the Flying Tomato, Olympic gold medalist Sean White on the new opportunity in snowboarding.
0:42.8	Where's the next Sean White?
0:44.2	I'm like, they're there already.
0:45.5	We're just not telling their story.
0:47.0	From the half pipe to big business.
0:49.4	It's been deemed action sports for the longest time, but it is sports.
0:54.4	Plus the rest of today's news that got us squawking, like the Trump administration reportedly
0:59.3	weighing curbs on powerful proxy firms and index fund managers.
1:04.2	Most people do not have the ability, time, resources, energy, or effort to look through
1:10.5	those votes.
1:12.0	Got us really squawking.
1:13.8	I'm buying American business.
1:16.2	It is Wednesday, November 12th, 2025.
1:19.8	Squawk Pod begins right now.
1:22.3	Stand Becky by in three, two, one.
	...

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