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AMDEarnings2026-08-05
Su describes how business customers are approaching AI spending as budgets for next year are set, and what mix of models she expects them to use.
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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
“BUT WE ARE ALSO IN THE PLACE WHERE, YOU KNOW, THE AI COSTS ARE GETTING SO LARGE THAT EVERYBODY HAS TO MANAGE, JUST LIKE YOU MANAGE YOUR EMPLOYEE COSTS, YOU HAVE TO MANAGE YOUR AI COSTS. AND I'M A BIG BELIEVER IN THERE WILL BE ALL KINDS OF MODELS THAT ARE IMPORTANT AS YOU GO FORWARD.”
Key terms
- open models
- — AI models whose weights are made publicly available so companies can run and adapt them themselves.
Educational summary of a public statement. Not investment advice.