Thursday, November 12, 2026 · San Francisco
Strategic AI Intelligence from San Francisco

Candidate file

Lisa Su

Chair, President and Chief Executive Officer, AMD

Lisa Su
Position in question
Chief executive, Nvidia
Standing
Speculation
Profile
LinkedIn
File dated
Nov. 12, 2026

Profile

Lisa Su's record running AMD puts her among the possible outside successors to Jensen Huang at Nvidia, though her candidacy remains speculation.

Experience

  1. 2022-Chair, AMD; continuing as president and CEO
  2. 2014-President and CEO, AMD
  3. 2012-2014Joined as senior vice president and GM, Global Business Units, AMD
  4. 2008-2011Senior vice president and GM, Networking and Multimedia, Freescale
  5. 2007-2009Chief technology officer, Freescale Semiconductor
  6. 1994-1995Member of technical staff, Texas Instruments

Particulars

Born
November 7, 1969
Education
MIT: BS, MS and PhD in electrical engineering
Current role
AMD chair, president and CEO
At the company since
January 2012
Known for
Leading AMD since 2014; record company revenue of $34.6 billion in 2025

Strengths

  • Her MIT engineering doctorate and semiconductor research roles give her technical depth.
  • She has experience running a large chip company, with AMD reporting record revenue of $34.6 billion in 2025.
  • AMD's record $16.6 billion in 2025 data center revenue gives her a substantial business record in a market relevant to Nvidia.
  • Her experience spans research, business management and acquisitions, including the purchase of Xilinx.

Gaps

  • AMD's MI300X software problems, documented in December 2024, expose a weakness in its AI chip execution under her leadership.
  • AMD's AI chips trail Nvidia in adoption, limiting her record of challenging its position.
  • Running Nvidia's direct rival could complicate a move between the companies.

Assessment

Lisa Su is AMD's chair, president and chief executive, and has been named as a possible outside successor to Jensen Huang at Nvidia. Her claim to attention rests on experience running a competing chip company and an engineering career that preceded her move into senior management. Her appearance among possible candidates remains speculation; it does not establish board interest.

Su holds bachelor's, master's and doctoral degrees in electrical engineering from MIT. She began her professional career at Texas Instruments, then worked at IBM, where her positions included vice president of the Semiconductor Research and Development Center. She also worked on IBM's move from aluminum to copper chip interconnects and served as technical assistant to chief executive Lou Gerstner in 2000. She joined Freescale Semiconductor as chief technology officer in 2007 and later ran its networking and multimedia group.

AMD hired her in January 2012 to lead its global business units. She subsequently served as chief operating officer before becoming president and CEO in October 2014. She added the chairmanship in February 2022, when AMD completed its Xilinx acquisition. The company reported record revenue of $34.6 billion for 2025, including $16.6 billion from its data center segment, up 32% from the previous year. In October 2025, AMD signed a six-gigawatt GPU supply agreement with OpenAI, extending across multiple generations of its Instinct chips.

The competitive gap in AI chips complicates that record. A December 2024 investigation identified major software problems holding back AMD's MI300X chips. In February 2025, banks cut AMD price targets amid doubts about its AI competitiveness; Nvidia's CUDA software remained an advantage rivals had not matched. Those criticisms predate this succession discussion, but AMD's AI chips still trail Nvidia in adoption. Su would also be moving from a direct rival, a competitive relationship identified as an obstacle to any switch.

References

en.wikipedia.org, sec.gov, news.mit.edu, amd.com, fortune.com, ir.amd.com, tomshardware.com, newsroom.amd.com, the-decoder.com, insiderpaper.com

Photo: Fuzheado, CC BY 4.0, via Wikimedia Commons, cropped

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