Richard Harris

AMD CEO Lisa Su says AMD's data center business will double this year and grow over 100% again next year "Next year, we're also forecasting over 100% growth" "We are actually seeing the demand being higher than supply" "We see our business growing over 80% next year, which is a very significant number" Su says AMD just landed its first racks at Anthropic, OpenAI, Microsoft, Oracle and Meta, and guided data center revenue up 50% quarter on quarter into Q4 ($AMD $MSFT $ORCL $META) Data center bans are on the ballot, and AMD says demand still outruns supply via @SquawkStreet, featuring @LisaSu