Advanced Micro Devices CEO Lisa Su Teases MI450 Ramp, 6GW Meta AI Deal, and 35% Growth Target

CEO Lisa Su outlined the company’s priorities for 2026, highlighted new large-scale AI infrastructure agreements, and addressed questions around product ramp timelines, supply constraints, and market ...
CNBC

AMD's Lisa Su sees 35% annual sales growth driven by 'insatiable' AI demand

AMD CEO Lisa Su said that AMD could be able to achieve "double-digit" share in the data center AI chip market over the next three to five years. The AI chip market is currently dominated by Nvidia, ...
Seeking Alpha

AMD Up 35%: OpenAI Strikes Again (Rating Downgrade)

Advanced Micro Devices, Inc. surged over 35% after securing a major multi-year GPU partnership with OpenAI, granting OpenAI a 10% stake. The OpenAI deal positions AMD as a formidable AI infrastructure ...
Seeking Alpha

AMD's 2026 An EPYC Year - MI450x Not The Only Tailwind

Advanced Micro Devices is positioned for outsized growth driven by both GPU and CPU strength in AI data centers. AMD's MI450x/MI455 GPUs and EPYC CPUs are expected to accelerate data center revenue, ...