AMD CEO Lisa Su Says AI Data Center Business Will More Than Double in 2027, Emphasizes Investing Early
AMD Chief Executive Lisa Su said in an interview with Yahoo Finance that the company is positioning itself for the AI opportunity, and said that investing early is the right thing to do because the company has always invested for the next three to five years and beyond. She said that AI and superintelligence are becoming an increasingly indispensable part of every aspect of life and business.
Su said AMD’s data center business is expected to grow 50% quarter over quarter from the third quarter to the fourth quarter, and it plans to more than double its data center AI business in 2027. She also said the company will double server revenue year over year in 2027, and that the data center business is expected to account for more than 80% of the company’s total revenue. Su said current demand is higher than supply, and the company is working with supply chain partners to expand capacity.
Su also said that the market is sometimes a bit short-sighted, but that computing power is to a large extent equivalent to intelligence, and that more computing will help companies solve problems and accelerate business growth.
Original source:
Title: AMD is a 'data center first' company, says CEO Lisa Su Publisher: Yahoo Finance Publication date: 2026-11-05 URL: https://finance.yahoo.com/video/amd-is-a-data-center-first-company-says-ceo-lisa-su-132618996.html Source type: media interview Verification status: full interview text from Yahoo Finance read for this report, verification date 2026-11-06 Supporting content: supports all core quotations in the body, business growth outlook and company positioning
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In a Yahoo Finance interview on November 5, AMD Chief Executive Lisa Su said the company is positioning itself for the AI opportunity and emphasized that investing early is the right thing to do. She said that AI and superintelligence are becoming an increasingly indispensable part of every aspect of life and business, and that the company has always invested on a three- to five-year horizon and beyond.
On the capital path, Su said AMD expects its data center business to grow 50% quarter over quarter from the third quarter to the fourth quarter, and plans to more than double its data center AI business in 2027. Server revenue is expected to double year over year in 2027, and the data center business will account for more than 80% of the company’s total revenue. She also said current demand is higher than supply, and the company is working with supply chain partners to expand capacity.
Compared with market concerns about the short-term AI spending of hyperscalers, Su said the market is sometimes a bit short-sighted. The common point is that both focus on AI capital spending; the key difference is that Su equates computing power with intelligence and believes that investing early will bring long-term returns rather than focusing only on quarterly performance. AMD has previously reached GPU deployment agreements with companies such as Anthropic and invested in their equity.
For AMD, the data center business is becoming the main driver of revenue and earnings growth, and the 2027 target is clear. For customers, demand exceeding supply means delivery times may lengthen. For the market, Su’s remarks reinforce the view that demand for AI computing power will continue, but the pace of capacity expansion and deliveries will still depend on supply chain execution.
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Su said that investing early is the right thing to do because the company has always invested for the next three to five years and beyond.
The data center AI business plans to more than double in 2027, and server revenue will double year over year.
Current demand is higher than supply, and the company is working with supply chain partners to expand capacity.