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 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.

Lisa Su said the market can be short-sighted in its jitters about AI demand sustainability, and she sees no signs of caution in AMD's business.

I think the market can sometimes be a little bit short-sighted. It is what it is.