# Claude is helping AMD accelerate hardware development

Markdown copy of https://realalpha.app/s/claude-is-helping-amd-accelerate-hardware-development/ on Real Alpha, the best minutes from long interviews with the people building AI. Cite and link the page, not this copy.

- Speaker: [Lisa Su](https://realalpha.app/builders/lisa-su/) · Lisa Su is chair and CEO of AMD.
- Host: [John Coogan](https://realalpha.app/people/john-coogan/) · Co-host, TBPN · Co-founded Soylent and Lucy; OpenAI bought his show TBPN in April 2026.
- Host: [Jordi Hays](https://realalpha.app/people/jordi-hays/) · Co-host, TBPN · Founded Branded Native; co-founded fintech Capital, which Rho bought.
- Show: TBPN
- Episode: [AMD CEO Lisa Su Live on TBPN](https://realalpha.app/v/8Jqi1yCniHk/), Jul 23, 2026
- Moment: 1:37:06 to 1:41:05 of the episode (4 min), playing on https://realalpha.app/s/claude-is-helping-amd-accelerate-hardware-development/; the episode from there: https://realalpha.app/v/8Jqi1yCniHk/?t=5826

## Quote

> “they're **able to do it with Claude**. And I'm like, wow.”
> — [Lisa Su](https://realalpha.app/builders/lisa-su/) at [1:39:32](https://realalpha.app/v/8Jqi1yCniHk/?t=5972) · TBPN

## Takeaways

1. Anthropic engineers ran work on AMD MI355 chips.
2. Claude helped them make progress without much AMD assistance.
3. Shorter development cycles can deliver compute faster.

## About this segment

Lisa Su describes Anthropic using Claude to work on AMD hardware with little help from AMD engineers. She says AI can shorten development cycles and get more compute to customers sooner.

From “AMD CEO Lisa Su Live on TBPN”, Jul 23, 2026. [Watch the full episode](https://realalpha.app/v/8Jqi1yCniHk/)

## Transcript

From the transcript TBPN publishes with the episode.

[1:37:10](https://realalpha.app/v/8Jqi1yCniHk/?t=5830) Well, I would say what has been the foundation of AMD, you know, back to, you know, Jerry sound Sanders, our founder, has always been about pushing the envelope. And, you know, in some sense, you know, being risk takers, you know, wanting to have the best road maps out there, that has always been the foundation of AMD. I think the last ten plus years, you know, hopefully what, you know, I've brought to it, what Mark Papermaster, our CTO has brought, what the leadership has brought, is a sense of not only are we going to put the best technology out there, but we're gonna be predictable, we're gonna be great partners, and we're going to do it in a way that, you know, brings together the ecosystem. And, you know, I have to say everything about tech. Like, I was so happy to see to have, you know, Tom Brown of Anthropic with us, you know, Santosh of Meta, Sachin of OpenAI, you know you know, Germany at AT and T.

[1:38:04](https://realalpha.app/v/8Jqi1yCniHk/?t=5884) Yeah. G two was here. And what you kinda get from all of that is, you know, partnership is not just a word. Like, partnership is kind of our foundation. And I'm a big believer in one plus one is greater than three. So, you know, obviously, we have to have great tech. Yeah. But we also have to be able to, you know, kind of kind of see the future through the broad lens. And the way you do that is having, you know, great partners, along the way. So that's very much, I think, the foundation of today's AMD, you know, culture.

[1:38:34](https://realalpha.app/v/8Jqi1yCniHk/?t=5914) Yeah. What were what were some of the highlights of, of Tom's talk earlier? He was talking about how AI is actually speeding up their ability to adopt new hardware and bring new systems online. But what were the highlights for you?

[1:38:47](https://realalpha.app/v/8Jqi1yCniHk/?t=5927) Well, I'm super excited to be able to talk about it. You know, we've been I I kid you not, we have very much wanted Anthropic on AMD for a long time. And we just had to find the right intersection point, the right intersection point of our technology with, you know, where they are. I mean, know, Claude has been incredibly, incredibly successful. And probably the highlight for me was, I think he told that story on stage about the MI three fifty five, and that's a very true story.

[1:39:13](https://realalpha.app/v/8Jqi1yCniHk/?t=5953) It's a very true story. And you've been busy today, but that's what the Internet's talking about.

[1:39:18](https://realalpha.app/v/8Jqi1yCniHk/?t=5958) Is that right? Okay. I I I haven't seen that. I I could tell you, a few months ago, my guys were like, hey, we think Anthropic is is on, you know, three fifty fives and and they're doing work on it. And I'm like, okay, well, you know, make sure you know what they're doing,

[1:39:31](https://realalpha.app/v/8Jqi1yCniHk/?t=5971) make sure we're helping them. And they're like, Lisa, they don't really want our help. They don't really need

[1:39:35](https://realalpha.app/v/8Jqi1yCniHk/?t=5975) our help. They're like, they're able to do it with Claude. And I'm like, wow. That's incredible. That's incredible. So he I think he told you the the story. But it's it's just a lot about how the the ecosystem has evolved over time. Right? I'm a big, big believer in AI's incredible force multiplier. It's true across every industry, but it's especially true across our world. Mhmm. Which is, you know, putting, you know, great technology out there. If we can reduce our time to market, you know, sort of the the time it takes from us to start an idea to when we actually finish and ship a product, if we can shave three months off of that or six months off of that, that has tremendous value for our customers. Like you heard, you know, Sachin say, like, more compute faster.

[1:40:23](https://realalpha.app/v/8Jqi1yCniHk/?t=6023) Yeah. That is a frequent conversation I have, more compute faster. Yeah. And these are really complicated systems. I I will absolutely say they're really complicated systems, and we need to make sure that we are, you know, able to, you know, put it all together. And that's where AI can be tremendously helpful on both hardware and software.

[1:40:42](https://realalpha.app/v/8Jqi1yCniHk/?t=6042) Yeah. You mentioned, not focusing on just, like, the one single chip. AMD has a lineage in CPU, GPU, FPGA, many other systems. What are the advantages of having that breadth of product scope? And are there any disadvantages to that?