Article · AI translation
IT Home reported on November 8 that, in an interview with Yahoo Finance on November 5 local time, AMD CEO Lisa Su described the company as a “data center first” enterprise.
IT Home noted that the remarks came after AMD released its financial results for the third quarter of fiscal 2026 (June 28, 2026, to September 26, 2026). The earnings report showed that its data center revenue had nearly doubled from a year earlier.
Speaking with Yahoo Finance anchor Brian Sozzi, Su explained that AI adoption is happening far faster than many companies expected. Companies that previously planned investments annually are now adjusting their budgets more frequently to meet growing demand for computing power. In response, AMD is increasing supply capacity and working with customers to deploy larger systems.
We are a data center first company. That is how we position ourselves, and people need more computing power to drive all these applications.
Related reading:
“AMD’s net profit attributable to its parent company reached $6.108 billion in the first 3 quarters of fiscal 2026, up 116.29% year over year”
“AMD CEO Lisa Su: This year is truly the ‘year of AI inference’”