Su says AI agents are becoming the next killer app for cloud CPUs, driving sharp growth in EPYC demand.
Cloud providers also added significant EPYC capacity in the quarter for personal and enterprise agents, which are quickly becoming the next killer app for CPUs in the cloud. Meta's Muse and OpenAI's Dots illustrate how quickly personal agents are growing with more than 10 million people activating Muse agents in the first 6 weeks.
Lisa Su, as relayed by the reporter, says the demand AMD is seeing is off the charts.
AMD CEO Lisa Su told me the demand she is seeing is off the charts!
Lisa Su said AMD positions itself as a data center first company, prioritizing that business.
We are a data center first company; that is our profile.
Lisa Su said demand for computing keeps growing as applications multiply.
People need more computing to power all these applications.
Lisa Su characterized the market's reaction, including the post-midterm selloff, as short-sighted, signaling confidence in AMD's long-term prospects.
Lisa Su said the market is “short-sighted.”
Su said demand exceeds supply, so supply constraints are the main risk to AMD's 2027 growth guidance.
Su said demand is higher than supply, so if AMD can't build chips fast enough, 2027 growth could fall short of its guide.