PERSON DIRECTORY
Lisa Su
Lisa Su appears in 1 indexed conversation across All-In. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
James LitinskyLisa SuChase LochmillerJensen Huang
MP Materials is positioning rare-earth magnets as “the feedstock to physical AI,” building a vertically integrated US chain from Mountain Pass ore through Texas magnet production.The Department of Defense partnership provides a commodity price floor, 100% offtake from a planned 10x-capacity facility, and shared upside, while MP retains cost, schedule, and operating risk.Lisa Su cited a low-double-digit Arizona fabrication premium, while Crusoe’s 1.2-GW Abilene project and 400,000 NVIDIA GPUs show that energy, construction, and labor are becoming binding constraints.