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AMD's Lisa Su dismisses AI spending fears as stock rallies on growth projections: 'It's the right gamble'
Many of AMD's hyperscaler customers have beefed up spending as AI reaches an "inflection point" and companies can see the return on that spending, Su added.
Raccontata da
cnbc.com
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AMD's Lisa Su sees 35% annual sales growth driven by 'insatiable' AI demand
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.
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AMD's Lisa Su dismisses AI spending fears as stock rallies on growth projections: 'It's the right gamble'
Many of AMD's hyperscaler customers have beefed up spending as AI reaches an "inflection point" and companies can see the return on that spending, Su added.