AMD CEO Lisa Su says the company is now data-centre first
The Verge (Yahoo Finance interview): Su expects data-centre revenue to grow 50% Q3 to Q4 after a record quarter; gaming revenue was down 40% year on year to $773 million.
Why it matters
Su framed AMD’s identity around AI compute after Instinct and Epyc drove a record quarter, while consumer GPU supply and pricing remain strained by memory demand from data centres. The line lands amid a broader AI-chip selloff and gamer backlash online. Pair with the TSMC 3D DRAM / memory crunch lead context rather than treating it as a product launch.
Key facts
- Verge post 2026-11-06T10:10:00Z summarizing Yahoo Finance interview
- Su: “We are a data center first company”
- Expects data-centre business +50% Q3→Q4
- Gaming revenue down 40% YoY to $773 million
- Aims to more than double data-centre business into next year