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AMD CEO Lisa Su: Data Center-First Strategy
AMD CEO Lisa Su declares the company is data center-first, forecasting a 50% sequential growth in data center business from Q3 to Q4 2026.
In brief
AMD CEO Lisa Su declares the company is data center-first, forecasting a 50% sequential growth in data center business from Q3 to Q4 2026. AMD CEO Lisa Su states the company is data center-first, predicting 50% sequential growth in data center business from Q3 to Q4 2026. Originally reported by PC Gamer.
AMD CEO Lisa Su
AMD CEO Lisa Su emphasized the company's AI commitments in a Thursday, November 5 interview with Yahoo Finance.
Q3 2026 Earnings Call
In a Q3 2026 earnings call, Su forecasted an overall 'double-digit' slump in PC sales in 2027.
Data Center Growth
Su forecasted a 50% sequential growth in data center business from Q3 to Q4 2026.
Data Center-First Company
Su stated the company is data center-first, emphasizing the need for more computing to power applications.
AI and Computing
Su argued that computing equates to intelligence, enabling companies to solve more problems and accelerate business.
Long-Term Investment
Su emphasized investing for the long term, three to five years beyond current market conditions.
AI Investment Outlook
Su believes AI and super intelligence will become essential to every aspect of business and life within the next few years.
Ted Litchfield's View
Ted Litchfield criticized Su's view, arguing AI models are unreliable and have not improved his life or work.
The key point
AMD CEO Lisa Su states the company is data center-first, predicting 50% sequential growth in data center business from Q3 to Q4 2026.
