AMD's CEO Lisa Su discussed a significant shift in AI computing during the company's earnings call. She highlighted DeepSeek's low-cost AI breakthrough, which enables AI to run with fewer resources and could drive broader adoption. Su believes GPUs will remain essential due to their adaptability, while ASICs will serve niche roles. Despite AMD's strong $7.6 billion revenue, DeepSeek's $5.6 million AI model caused market turbulence, sending NVIDIA's stock down 17% and AMD's nearly 9%. The AI chip market is rapidly evolving, questioning whether industry giants can adapt to this new era of more affordable AI.
