In the AI chips race, Nvidia is No. 1. But it's Lisa Su — CEO of Nvidia's biggest competitor, AMD — who is Time's business leader of the year.
What they're saying: AMD "really is one of the great turnaround stories of modern American business history," Chris Miller, a semiconductor industry historian, tells Time.
The big picture: The stock has grown from $3 to $140 over the past decade of her leadership.
That astronomical growth is a reflection of Su's redesign of the company's processor products, repairing of customer relationships, and strategic steering of AMD through industry changes, including the rise in demand for AI computing power.
In the past year, AMD's projected revenue from specialized AI chip sales has grown from essentially zero to $5 billion, Time notes.
