Su says Helios's TCO advantage is the key factor in customers choosing AMD over custom ASICs.
we feel extremely good about where we're positioned in terms of our performance and our total cost of ownership that we're delivering with Helios. That is fundamentally the most important factor when we think about sort of deployment scale and deployments going forward.
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.