Lisa Su laid out the timing of the Helios rack-scale AI system ramp, starting in Q3, stepping up in Q4 and Q1, and continuing through 2027.
We've said Q3 is the very beginning of the ramp, Q4 is a step-up, and then Q1 will be a further step-up and we'll ramp as we go through 2027,
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.