AMD · Advanced Micro Devices, Inc.
AI read · Good for AMD
The AI's read
That suggests AMD can sell more chips as customers build the data centers needed to use them. Lisa Su said AMD knows where customers plan to install GPUs and is working with them on land, power, and buildings. The main concern is that the share of sales left after product costs is expected to fall. AMD is also choosing its partner investments carefully, but strong demand and customer planning carry more weight.