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AMD CEO Lisa Su: "We are a data center first company"

AMD's data center revenue nearly doubled, driving the company's largest and most profitable quarter in history. CEO Lisa Su emphasized the company's focus on data center growth, expecting a 50% increase from Q3 to Q4. This growth is attributed to the AI boom and the importance of computing.

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  • ✓ AMD's data center revenue nearly doubled.
  • ✓ AMD CEO Lisa Su said, "We are a data center first company".
  • ✓ AMD expects its data center business to grow 50 percent from Q3 to Q4.
🛡️ Source Corroboration: 12 independent reporting domains (100% confidence) ⏱ Read time: ~2 min

What changed

AMD CEO Lisa Su's statement on being a "data center first company" has gained attention following the company's record quarterly earnings report.

Live updates

  1. AMD CEO Lisa Su: "We are a data center first company"

    AMD's data center revenue nearly doubled, driving the company's largest and most profitable quarter in history. CEO Lisa Su emphasized the company's focus on data center growth, expecting a 50% increase from Q3 to Q4. This growth is attributed to the AI boom and the importance of computing.

    Why it matters

    The company's data center business has become a key driver of growth, with AMD positioning itself as a major player in the AI infrastructure market. This shift in focus comes as the demand for AI computing continues to rise.

    What is confirmed

    • AMD's data center revenue nearly doubled.
    • AMD CEO Lisa Su said, "We are a data center first company".
    • AMD expects its data center business to grow 50 percent from Q3 to Q4.

    What to watch next

    • AMD's Q4 earnings report
    • further updates on AMD's data center business growth
    • developments in AI infrastructure demand
    Sources used for this update (14)
    1. finance.yahoo.com — Yahoo Finance - Stock Market Live, Quotes, Business & Finance News
    2. www.pcgamer.com — PC Gamer
    3. 247wallst.com — 24/7 Wall St. - Insightful Analysis and Commentary for U.S. and Global ...
    4. www.techradar.com — TechRadar | the technology experts
    5. www.theverge.com — Here’s Nintendo’s overview trailer for the Ocarina of Time remake.
    6. uk.pcmag.com — We Tested Them All: 100 Cost-Conscious Gift Ideas You'll Love to Give
    7. www.windowscentral.com — Why blaming Xbox players for 'Gears of War: E-Day' sales is completely ridiculous
    8. CNBC — AMD stock jumps 8% on earnings as data center revenue nearly doubles
    9. Ars Technica — AMD’s record quarter: Data center business doubles, while gaming craters
    10. VideoCardz.com — AMD CEO Lisa Su: "We are a data center first company"
    11. Yahoo Finance — AMD CEO Lisa Su Addresses AI Infrastructure Bottleneck Fears: 'We Have Good Visibility Into 2027'
    12. App Economy Insights — ↗️ AMD: The 2027 Leap
    confidence 100%
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