Su argues AI adoption is at the very beginning and will require CPUs, GPUs and accelerators together, which is AMD's specialty.
we're at the very beginning of the adoption cycle where people are seeing where you know AI and super intelligence can really take us and for that you need all kinds of compute. You need CPUs, you need GPUs, uh you need all of these accelerators to come together and this is what we specialize in.
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.