Program and guest
CNBC interviews AMD Chair and CEO Lisa Su. Original English title: AMD's Lisa Su: It is a very strong time in terms of demand for compute. The captions cover 0:00–3:27; this article covers the full short interview.
Key points
- Third-quarter data center business grew more than 40% year over year. 0:48
- Demand exceeds supply. 1:47
- The data center business will grow 50% quarter over quarter in the fourth quarter. 1:54
- The first racks of the latest product have been delivered to top customers including Anthropic, OpenAI, Microsoft, Oracle and Meta. 1:59
- Next year, the company's overall business will grow more than 80% and its data center business more than 100%, far more than double the long-term model. 2:17
Background and notes
This CNBC episode is a short CEO interview following AMD's earnings report. The captions cover 0:00–3:27; this article covers the full interview. The views and timestamps are paraphrased from the original captions, and each timestamp marks the start of the corresponding passage. $