Su says AMD's data center business will grow 50% sequentially in Q4 and aims to more than double next year, positioning AMD as data center first.
being able to say that my data center business is going to grow 50% sequentially from Q3 to Q4, uh it's a big step up and it's a a testament to how important computing is um in the industry today and you know, we're looking to double the business, more than double the business as we go into next year. Uh we are a data center first company
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.