AMD stock is up big recently despite today's pullback, company beat estimates due to booming data center business, but analysts are missing the strength of CPU business competing against Intel.
Jim
Lisa Su
2025 was fantastic year for AMD with strength across entire business, going into big inflection year in 2026, CPU business is on fire with continued strength as foundation for AI build-outs.
Guidance wasn't disappointing - was consistent with second half expectations, not second quarter as some seemed to expect.
Jim
Lisa Su
AI is accelerating at pace I would not have imagined, with demand from hyperscalers and enterprises, compute is foundation of all AI. Data center business increasing from Q4 to Q1 despite seasonal patterns.
AMD's memory technology is bigger and better than competitors like Vera Rubin/NVIDIA's next generation.
Jim
Lisa Su
Explosion of inference as enterprises use more AI is sweet spot for MI450 series and Helios, development going extremely well for second half market launch.
Clarify what 'AI accelerating at scale I would never have imagined' means - when did this acceleration happen and will it only increase?
David
Lisa Su
In last 60-90 days seen acceleration for 2026 in demand patterns, forecasts, general feeling there's not enough compute for everything that wants to be done. Seeing very strong CPU demand from AI enterprise work.
Should investors be concerned about software companies' ability to compete given rapid AI tool development from OpenAI/Claude?
David
Lisa Su
Key is integrating AI tools with basic development capability for both hardware and software companies to accelerate innovation. Disruption comes from those who harness AI power.