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Advanced Micro Devices (AMD) CEO Lisa Su says it’s time for the tech industry to “think bigger” about the transformative power of artificial intelligence, as the company unveils a massive new partnership with OpenAI that could reshape the AI hardware landscape.

Su described the partnership as the culmination of “years-long discussions” with OpenAI, predicting it could generate “tens of billions of dollars” in revenue.

CEO Lisa Su has a Bold Vision for AI’s Future

In an interview with Yahoo Finance, Su dismissed suggestions that current AI investments may be excessive.

“I would say that’s probably thinking too small,” she said. “You have to really look at what the power of this technology can do for the world.”

Su emphasized that AMD is “investing at the right pace” to stay competitive as AI technology evolves, adding that “when companies and partners make bold moves, it will be rewarded.”

The AMD–OpenAI Megadeal

AMD’s announcement of a multibillion-dollar deal with OpenAI sent its shares soaring—rising 35% Monday and another 4% before Tuesday’s opening bell. Under the agreement, AMD will supply up to 6 gigawatts of GPUs to OpenAI over several years, starting with the launch of its MI450 chips in late 2026.

The deal also grants OpenAI warrants for up to 160 million AMD shares, or roughly 10% of the company, vested in stages as AMD meets its chip deployment milestones.

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The Broader AI Race

The announcement comes as AMD looks to challenge Nvidia’s (NVDA) near-monopoly in AI GPUs. Nvidia currently controls approximately 90% of the market and has recently made a $100 billion investment in OpenAI, in addition to a $5 billion collaboration with Intel (INTC).

Wall Street analysts see the AMD deal as a turning point. Barclays’ Tom O’Malley called the milestone-based structure “mutually beneficial,” estimating it could add $18 billion in annual revenue and $3 per share in quarterly earnings by 2030.

Citi’s Atif Malik highlighted that the deal also boosts Astera Labs (ALAB), a networking infrastructure provider tied to AMD’s Helios platform. Malik called Helios a “key catalyst for the broader AI hardware landscape.”

‘The Beginning of a 10-Year Supercycle’

She believes the world is only beginning to grasp AI’s full potential:

“I really believe this is the beginning of a 10-year kind of supercycle,” CEO Lisa Su emphasized.

She added that AI could soon accelerate breakthroughs in healthcare, drug discovery, and diagnostics, saying,