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Lisa Su AMD · CEO
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Lisa Su said demand for Instinct and EPYC keeps strengthening, expects growth to accelerate in Q4 as Helios and Venice scale, and is confident in sustaining very strong growth and expanding profitability.

Demand for our Instinct and EPYC products continued to strengthen, and we expect growth to accelerate further in the fourth quarter as we scale Helios and 'Venice' production. With our leadership product portfolio and deep customer and supply chain relationships, we are confident in our ability to sustain very strong revenue growth and expanding profitability over the coming years.

All statements by Lisa Su ›

Other recent statements by Lisa Su

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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!
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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.
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Lisa Su said demand for computing keeps growing as applications multiply.

People need more computing to power all these applications.
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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.”
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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.