AMD CEO Lisa Su has emphasized the company's strategic direction, stating, "We are a data center-first company." This declaration, made during a recent interview with Yahoo Finance, highlights AMD's prioritization of its artificial intelligence and high-performance computing divisions.
In parallel, Su projected a substantial decline in the personal computer market, forecasting a "double-digit" slump in PC sales for 2027 during a Q3 2026 earnings call. This outlook suggests a significant market shift away from traditional PC hardware towards more specialized computing solutions.
Su elaborated on AMD's aggressive growth targets, noting, "We are looking to double the business—more than double the business—as we go into next year." She attributes this expected growth to the increasing demand for computing power to support burgeoning AI applications and other advanced technologies. Su also addressed recent volatility in tech valuations, suggesting that such market fluctuations can be short-sighted. She maintains a long-term perspective, believing that computing is intrinsically linked to intelligence and that sustained investment in the sector is crucial for future innovation and problem-solving.
This strategic focus on data centers and AI is viewed by Su as an investment for the long haul, anticipating that these technologies will become increasingly integral to all facets of business and daily life over the next three to five years. She expressed confidence in the ecosystem-wide investments being made to support these emerging trends, despite potential short-term market corrections.