Program and guest

Yahoo Finance interview (Sozzi Unleashed), featuring AMD Chair and CEO Lisa Su. Original English title: AMD's CEO says AI demand is arriving faster than anyone planned for | Sozzi Unleashed.

Key points

  • Muse: 45 days after launch, 10 million activations 1:06
  • Data center business growing 50% quarter over quarter from the third to the fourth quarter 1:41
  • More than doubling next year; the company is becoming a “data-center-first company” 1:54
  • The market is a little shortsighted about AMD; computing power is equivalent to intelligence 3:28

Background and notes

Subtitle coverage note: The video subtitles comprise 126 timestamped segments, covering the full video from 0:00–4:37. The views and timestamps in this article are paraphrased from the original subtitles; each timestamp marks the start of the corresponding spoken segment.

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