AMD CEO Lisa Su: 'We are a data center first company' as DC revenue set to jump 50%
dr1337 · x · 2026-11-12
AMD CEO Lisa Su told Yahoo Finance that AMD is "a data center first company," days after Q3 2026 results showed data center revenue of $8.55B — nearly doubling YoY and 64% of AMD's $13.38B total. Gaming fell 40% YoY to $773M.
Su expects the data center business to grow 50% sequentially in Q4 2026 and plans to more than double it in 2027, while stressing demand must be re-evaluated quarterly. She says AI adoption is outpacing corporate planning cycles, with firms adjusting budgets more frequently to secure compute; AMD is expanding supply and working with customers on larger deployments.
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