Su's comments come days after AMD announced a multi-billion-dollar partnership with Anthropic built around its latest MI450 GPUsLisa Su does not do hype. Speaking in a Yahoo Finance interview on July 24, 2026, Su said AI has reached an inflection point where more people are doing genuinely useful, meaningful work with it. Training is when you build an AI model, which requires enormous, concentrated bursts of GPU power running for months. The Anthropic announcement in July 2026 completes a trifecta of relationships with the three most consequential AI model developers in the market. What investors should watchFirst, the inference compute shift is a real demand driver.