Su calls the market short-sighted on AI spending concerns and argues compute equates to intelligence, justifying investing ahead of the curve.
I think the market can sometimes be a little bit short-sighted, uh and look, it it is what it is. Um, what I look at is in the long term, if you believe, which I do. I believe, uh, very, you know, deeply that computing in many ways equates to intelligence. So the more compute you have, the more intelligent you are
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.