Lisa Su: Demand exceeds supply, and the market is being shortsighted | Invest 2026
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 Officer, AMD
Brian Sozzi, Executive Editor, Yahoo Finance
Watch the full day of Yahoo Finance Invest: https://youtube.com/live/rAYVxDJYeAc
Timestamps
0:00 Yahoo Finance names her CEO of the Year
1:05 What John Chambers told him about her ten years ago
2:46 Why the job got broader over the last five years
4:22 The bet on high performance computing
6:03 Will one semiconductor company end up winning?
7:34 2026 in one word, and the year she had as a leader
9:22 What AI agents actually change for AMD
11:11 What is surprising her on the demand side
14:07 Is the market right to question AI spending?
15:39 The OpenAI and Meta agreements
17:10 What happens if the hyperscalers slow down
18:35 Getting the public on board with data centres
#AMD #AI #Semiconductors #YahooFinance
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