AMD CEO Lisa Su says the company is now a data center-first business. In a Yahoo Finance interview she called that “our profile,” after AMD posted record quarterly revenue of $13.4 billion. Data center sales nearly doubled to $8.5 billion and made up most of the total. Gaming revenue fell 40% to $773 million, which AMD attributed to lower semi-custom and graphics sales. Su said the company aims to more than double its data center business next year. The split shows where the money and the priority now sit.

AMD is putting priorities on AI ahead of gaming, CEO Lisa Su openly declared: “We are a data center-first company.” AMD’s gaming revenue dropped 40% to $773 million, while total revenue hit a record $13.4 billion, up 97%. AMD plans to more than double its data center business next year, PC gamers clearly aren’t the priority anymore, we are so cooked

AMD’s CEO sees a big opportunity in AI, and she’s building for it now. Lisa Su says investing ahead of the curve is the way to unlock what AI can do for every part of business.

"(AMD is) a data center-first company. That is our profile." Hot take: Lisa Su’s comment isn’t shocking, and it isn’t even new. She said basically the same thing in 2024. Here’s why I’m still keeping a close eye on my GPU anyway.

AMD expects the PC market to get even worse in 2027, with global PC shipments set to drop by a double-digit percentage. AMD CEO Lisa Su also pointed to a very different outlook for its server business, which is expected to double its revenue in 2027 thanks to AI and data center.