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08-12

$Advanced Micro Devices(AMD)$

AMD CEO Dr. Lisa Su on Q2 earnings beat: Very excited about the traction that we're seeing

Dr. Lisa Su: “It is absolutely true that compute is really the foundation for what unlocks all of this, you know, A.I. capability. It is true that the supply chain is very tight right now, and frankly, people need more compute.

We're in a very, very strong position in the sense that we're continuing to ramp up our MI300, which is our A.I. Compute Chip, but we also see, actually, you know, broader demand trends that say, even in traditional compute that had taken, you know, a little bit of a slower start for the year has actually seen some very positive signals, so we see that on the traditional datacenter CPU side as well.”

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