"I do think that there could be some short-term impacts," AMD (AMD) CEO Lisa Su told me in a Yahoo Finance exclusive on Monday. "I think it's too early to say what the longer-term impacts are.

05:26 Brian Sozzi When I saw this deal originally, I thought this was Lisa's and AMD's play on AI ... Um, I would say there's a relatively smaller impact. Um, we'll have to see what happens ...