Lisa Su: Demand exceeds supply, and the market is being shortsighted

Summary

AMD chair and chief executive Dr. Lisa Su tells Brian Sozzi that demand for computing is running ahead of what AMD can supply, and that a market worrying about AI spending is being shortsighted, because compute is what intelligence is built from. AMD has guided its data centre business to more than double this year and to grow the company more than 80% in 2027. She also explains why personal agents changed her demand picture inside 45 days. Taped the day after AMD's third-quarter call. Guidance figures are the company's; the rest is her own. Featuring: Dr. Lisa Su, Chair and Chief Executive…

Description from Yahoo News.