Wall St Engine(@wallstengine):$AMD CEO Lisa Su, asked about infrastructure readiness for ~3GW of 2027 deployments: “We have good visibility into ... land, power, shells, all of those, the data center infrastructure.” “We know where the GPUs are going in terms of which data centers and which locations.” Looking to 2028 and beyond, Su said AMD is selectively investing alongside key partners to identify and secure data center infrastructure multiple years ahead of new chip deployments.

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Wall St Engine@wallstengine

2026.11.03 22:41

$AMD CEO Lisa Su, asked about infrastructure readiness for ~3GW of 2027 deployments: “We have good visibility into ... land, power, shells, all of those, the data center infrastructure.” “We know where the GPUs are going in terms of which data centers and which locations.” Looking to 2028 and beyond, Su said AMD is selectively investing alongside key partners to identify and secure data center infrastructure multiple years ahead of new chip deployments.