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Blog Post | September 9, 2026

AI Villains and the Trump Administration: Lisa Su

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AI Villains and the Trump Administration: Lisa Su

Name: Lisa Su

Title: President and CEO, Advanced Micro Devices (AMD)

Industry Affiliation

  • Advanced Micro Devices manufactures graphics processing units (GPU), hardware that is increasingly in demand due to the AI boom. AMD’s stock price has more than doubled since the start of 2026. The company directly competes with chip manufacturer giant, NVIDIA, and has established partnerships with some of the largest AI companies in the industry.
  • AMD partnered with OpenAI on an AI infrastructure deal in 2025 that is expected to generate “tens of billions of dollars” of revenue for AMD. Over five years, OpenAI will buy six gigawatts of AMD’s top processors, and OpenAI will have the option to buy a 10% stake in AMD.
  • In February 2026, Meta agreed to buy $60 billion worth of AMD’s AI chips over five years to power its AI infrastructure build out. AMD will supply six gigawatts worth of chips to Meta, as well as two generations of central processors. Meta also agreed to buy 10% of AMD stock.
  • In July 2026, AMD announced it will invest $5 billion in AI-company Anthropic sometime “in the future.” In turn, Anthropic will deploy two gigawatts of AMD’s topline AI processors in AMD’s Helios rack-scale solutions, a system to unify separate, individual servers into a single computing system.
  • Su has expressed skepticism about the possibility that we are in an AI bubble. In November 2025, Su told the Wall Street Journal, “I am not concerned about an AI bubble. I do think that those who are thinking that way are a bit too shortsighted.” In December 2025, when asked if the tech industry is in an AI bubble, Su told the audience at WIRED’s Big Interview conference “Emphatically, from my perspective, no” and that fears of a bubble were “somewhat overstated.”
    • Experts have argued that the bubble is partially inflating through circular financing in the AI industry that AMD participates in. For example: AMD led a $350 million funding round in TensorWave, a cloud-computing startup that exclusively uses AMD hardware.

Trump Admin Ties

  • In January 2025, AMD gave $1 million to MAGA Inc., a super PAC that supports Donald Trump and has broken records by fundraising $305 million, almost entirely from megadonors.
  • In April 2025, AMD announced plans to begin manufacturing its next-generation EPYC processors at an Arizona facility after having exclusively manufactured hardware in Taiwan. The announcement aligns Su and AMD with the Trump administration’s push to bring back domestic manufacturing.
  • Su publicly supported the Trump administration’s July 2025 AI Action Plan, telling Fox Business that the plan was an “excellent blueprint” and that in partnerships with the administration can “accelerate the rate and pace” of AI development.
  • AMD agreed to give the U.S. government 15% of its revenue from processor sales to China as a condition for obtaining export licenses.
  • In March 2026, Su was selected to sit on Trump’s Presidential Council of Advisors on Science and Technology (PCAST), where she can personally lobby Trump on AI policy.
  • In September 2025, Su attended a White House dinner with other tech leaders for discussions on harnessing AI to propel U.S. innovation. Su thanked Trump for his support of the semiconductor industry.
  • In May 2025, AMD announced a $10 billion deal with Humain, an AI startup backed by Saudi Arabia’s sovereign wealth fund. The deal was announced as Trump traveled through the Middle East to strike up AI deals with Gulf state leaders.

Revolver/Government Experience

  • Su was a member of Joe Biden’s Presidential Council of Advisors on Science and Technology (PCAST), the “sole body of external advisers charged with making science, technology, and innovation policy recommendations to the president and the White House.”
    • Su co-led a PCAST working group on semiconductors which released a report that gave recommendations on how the government should use the $11 billion in R&D funding appropriated by the CHIPS and Science Act, Biden legislation that authorized $280 billion for semiconductor manufacturing and research.
      • The report recommended that the Commerce Department establish the National Semiconductor Technology Center (NSTC), an independent public-private partnership dedicated to domestic semiconductor research and development.
      • The report also recommended that the NSTC create a $500 million investment fund to support semiconductor startups, and that 30-50% of NSTC funding go to funding a broad semiconductor research agenda.
  • Under Biden, Su was selected as a member of the Department of Homeland Security’s (DHS) Artificial Intelligence Safety and Security Board, an advisory committee formed to provide recommendations “on the safe and secure development and deployment of AI technology in our nation’s critical infrastructure.”
    • Trump’s DHS terminated the advisory board in March 2025.

Government Affairs

  • Since the start of 2025, AMD has spent $8.72 million lobbying the federal government on issues related to semiconductor manufacturing and artificial intelligence.
    • AMD hired Ballard Partners to the State Department on issues regarding domestic manufacturing. One of the lobbyists representing AMD was Hunter Morgan, a former White House aide that worked on trade and immigration policy during the first Trump administration.
      • White House Chief of Staff Susie Wiles and former U.S. Attorney General Pam Bondi worked for Ballard Partners before joining the second Trump administration.
  • Su chairs the board of directors of the Semiconductor Industry Association, a semiconductor trade association that lobbies for policies that promote significant investment in U.S. chipmaking, narrow export controls and technology restrictions, and soften regulations and permitting requirements to spur “innovation and industry growth.”
    • The Semiconductor Industry Association has spent $3.8 million since the start of 2025 lobbying Congress and the executive branch on semiconductor issues.
  • AMD is a member of the Information Technology Industry Council, a tech industry trade association that has spent $5.19 million since the start of 2025 lobbying the federal government on issues related to artificial intelligence, AI energy use, and data centers.
  • Su is a member of the Business Roundtable, an association of over 200 CEOs that promote the interests of American companies. Business Roundtable recommends policymakers to support “public–private partnerships working to strengthen AI innovation infrastructure.”

State Level Action

  • AMD has spent $142,500 lobbying the California state government through the 2025-2026 legislative session.
  • The Information Technology Innovation Council (ITI), of which AMD is a member, employs dedicated state advocacy and policy teams to “provide U.S. policymakers and member companies with concise, high-level legislative expertise to ensure proposed legislation and regulations enable the technology sector to grow and successfully innovate.”

Image: Lisa Su” by Gene Wang, CC BY 2.0

For more check out AI Villains and The Trump Administration

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