#Lisa Su

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.

AI Chip Spending: The Looming Depreciation Cliff

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