#Lisa Su

7 articles with this tag

AMD Data Center Revenue Doubles: Lisa Su's Four-Layer AI Portfolio
AI Figures

AMD Data Center Revenue Doubles: Lisa Su's Four-Layer AI Portfolio

AMD's data center segment hit $6.7 billion in Q2 2026, up 107% year-over-year, driven by Instinct MI350 GPUs and EPYC Venice CPUs. Here is a breakdown of the four AI product layers Lisa Su has assembled at AMD, from accelerators to the new Helios rack-scale system.

6 days ago
AMD's AI Surge Powers Record Q2 Revenue
Semiconductors

AMD's AI Surge Powers Record Q2 Revenue

AMD reports record $11.5B Q2 2026 revenue, driven by a 107% surge in Data Center AI hardware sales. Strong outlook for H2 2026.

13 days ago
Jensen Huang vs Lisa Su: Inside the AI Chip Gap Defining 2026
AI Figures

Jensen Huang vs Lisa Su: Inside the AI Chip Gap Defining 2026

Nvidia's data center segment generated $75.2 billion in Q1 2026, while AMD posted $5.8 billion from the same category. The gap tells the story of AI infrastructure in 2026.

17 days ago
AMD's Lisa Su Bets on Helios and MI400 After $5.8B Data Center Quarter
AI Figures

AMD's Lisa Su Bets on Helios and MI400 After $5.8B Data Center Quarter

AMD's data center revenue hit $5.8 billion in Q1 2026, and Lisa Su opened Advancing AI 2026 with the full MI400 GPU lineup, the Helios rack platform, and an MI500 roadmap preview claiming 1,000 times the performance of the MI300X.

27 days ago
Lisa Su's AMD Posts $5.8B AI Data Center Quarter as Meta Signs 6GW Deal
AI Figures

Lisa Su's AMD Posts $5.8B AI Data Center Quarter as Meta Signs 6GW Deal

AMD's data center unit posted $5.8 billion in Q1 2026, up 57% year-on-year, with AI accelerators from the MI300 series accounting for 73% of the segment. Here is a breakdown of how Lisa Su built a $16.6 billion data center business in 2025 and what the MI400 roadmap means for 2026.

2 months ago
AI Chip Spending: The Looming Depreciation Cliff
AI Video

AI Chip Spending: The Looming Depreciation Cliff

9 months ago
Cramer: AI Spend is Strategic Necessity, Not Dot-Com Delusion
AI Video

Cramer: AI Spend is Strategic Necessity, Not Dot-Com Delusion

10 months ago