Bloomberg Talks AMD CEO Lisa Su Talks Strong PC Demand
Aug 6, 2025
Lisa Su, CEO of Advanced Micro Devices, has led the company to excel in high-performance computing and AI products. In a candid discussion, she shares insights on AMD's solid revenue growth in data centers and gaming. However, concerns about the Chinese market loom large, affecting potential sales. Su highlights the promising future of AI accelerators and the competitive landscape in AI computing, particularly against rivals like NVIDIA. She also touches on AMD's strategy for future dominance in gaming and the importance of strong partnerships.
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AMD's Strong Growth Drivers
- AMD had a strong first half of the year with 32% revenue growth in Q2 and guidance of 28% growth in Q3.
- Growth is driven by data center CPUs gaining share, strong AI demands, and improvements in PCs and embedded systems.
AI Accelerator Market Potential
- AMD's AI accelerator business growth comes from new products like MI355 and an accelerated roadmap including MIA 400 series.
- The AI accelerator total addressable market (TAM) is expected to exceed $500 billion, positioning AMD for tens of billions in revenue.
China Sales Resume Uncertainty
- AMD sees regulatory progress on licenses to resume sales in China but remains cautious on exact timing.
- Despite no China revenue inclusion, AMD expects strong 28% year-over-year growth in Q3.