# AMD CEO Lisa Su: ‘We are a data center-first company’

- URL: https://talkfuse.com/story/amd-ceo-lisa-su-we-are-a-data-center-first-company/
- Published: 2026-11-07T18:10:16+00:00
- Updated: 2026-11-07T19:37:42+00:00
- Original publisher: PC Gamer
- Original article: https://www.pcgamer.com/gaming-industry/amd-ceo-lisa-su-we-are-a-data-center-first-company/
- Topics: Business, Companies

## Key points

- AMD expects its data centre business to more than double next year.
- Su says AI demand justifies long-term investment.
- The article questions whether AI investment is sustainable.

## Summary

AMD chief executive Lisa Su says the company is prioritising data centres as demand for computing to support AI grows. She expects the data centre business to rise 50% from the third quarter to the fourth and more than double next year, while warning that PC sales could fall by double digits in 2027.

Su argued that companies should invest now for long-term computing needs, saying she sees AI becoming more important across business and daily life. The article’s author disputes that outlook, citing unreliable AI outputs, rising component prices and concerns that investment in data centres and AI companies may be excessive.

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Summarised by TalkFuse (https://talkfuse.com/). Quote the original publisher for the reporting and link this page for the summary and discussion.