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AMDEarnings2026-08-05
Su points to AMD's strategic AI partners, including one recently added, and describes the trajectory she sees for the data center business heading into 2027.
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Lisa Su · CNBC Television · AMD CEO Lisa Su on Q2 results: We're in an extraordinary time for AI compute right now
“WE'RE EXTREMELY EXCITED ABOUT OUR FOUNDATIONAL MODEL. LARGE STRATEGIC PARTNERS LIKE OPEN AI AND META, AND WE JUST ADDED ANTHROPIC TO THE MIX THERE. AND THIS IS A CASE WHERE, YOU KNOW, WE DO SEE OUR DATA CENTER BUSINESS GROWING WELL OVER 100% AS WE GO INTO 2027.”
Key terms
- foundational model
- — A large, general-purpose AI model that other applications and services are built on top of.
- data center business
- — The part of a chipmaker's revenue that comes from selling processors and accelerators to operators of large server facilities.
Educational summary of a public statement. Not investment advice.