AMD CEO Lisa Su to Analyst: Your Data Center AI Number is Probably Too Low
firstadopter · x · 2026-08-05
AMD CEO Lisa Su aggressively pushed back against analyst expectations during the earnings call. She explicitly stated that the analyst's data center AI number is "probably too low" and clarified that over 100% YoY growth should be considered "well over 100%". She also projected continued quarter-over-quarter growth for their Instinct (Helios) accelerators in the coming quarters.
Related event: AMD Beats Earnings, CEO Says AI Data Center Estimates Too Low(2 posts)→
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