Lisa Su says that after the midterm backlash against data centers, the tech industry must clearly show every host community the value of AI infrastructure so that everyone benefits.
At the end of the day, what we need to do is ensure that everybody wins from AI. I do think this is an opportunity for us as a tech industry to realize that we need to make sure that the value proposition is clear to every local community that is going to host a data center, and I believe we can do that.
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.