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After AMD's gaming revenue crashes 40%, CEO Lisa Su declares "We are a data center-first company"
- AMD reported a record $13.4 billion in Q3 revenue, with data centers accounting for about 63% of total earnings. CEO Lisa Su stated, "We are a data center first company; that is our profile."
- Gaming revenue crashed 40% from a year ago to $773 million as AI data centers consumed memory and components, driving up consumer GPU prices significantly. This shift reflects industry-wide reallocation toward AI infrastructure.
- Rival Nvidia has accelerated its AI-first strategy even further, with its Edge computing category generating $7.5 billion in revenue. Unlike AMD, Nvidia no longer reports gaming separately, reflecting industry prioritization of AI over consumer gaming.
- CEO Su told Yahoo Finance, "We're a tech company that has a lot of resources and the ability to expand our supply." AMD expects its data center business to double as it enters 2027.
- Addressing concerns about AI infrastructure spending, Su said the market can be "a little bit short-sighted" in its judgments. She emphasizes investments are essential for the next three to five years to support major compute users.
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AMD has spent years building its position on Ryzen processors and Radeon graphics cards. Today, however, the biggest money is elsewhere. Lisa Su, the company's CEO, openly admitted that AMD is focused primarily on... Full version of the website: https://ithardware.pl/aktualnosci/amd_ai_gracze-55909.html
AMD CEO Lisa Su stated that the company's focus is on data centers. In the third quarter, 64 percent of revenue came from servers, while gaming revenue fell by 40 percent.
In an interview with Yahoo Finance, Lisa Su places the data center business first. The division already accounts for 64 percent of AMD sales. For Ryzen processors and Radeon graphics cards, this does not mean goodbye.
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