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"Lisa Su, chair and CEO of Advanced Micro Devices Inc. (AMD), holds an AMD Instinct MI455X GPU during the 2026 CES event in Las Vegas, Nevada, US, on Monday, Jan. 5, 2026. (Bridget Bennett/Bloomberg via Getty Images) · Bloomberg
AMD's market cap crossed the $1 trillion mark for the first time in late September.
It currently stands at $906 billion, reflecting the selling pressure that has engulfed markets after the midterms rather than Su's execution.
In fact, just a few weeks ago AMD delivered a strong double beat in its third quarter earnings report. Third quarter sales jumped 45% year over year to a record $13.38 billion, comfortably surpassing Wall Street consensus estimates of roughly $13.06 billion.
Adjusted earnings climbed 74% to $2.09 per share, easily topping analyst projections of $1.94 per share.
The blowout performance was anchored by AMD's Data Center segment, where revenue surged 97% to a record $8.5 billion on robust demand for EPYC server processors and the production ramp of Instinct MI450 AI accelerators.
For the fourth quarter, AMD said it sees 50% sequential growth in data centers. In 2027, Su guided to revenue growing more than 80%, with server revenue doubling and data center AI more than doubling.
"We are firm believers in AMD's revitalized product road map strategy, and product traction is compelling," HSBC analyst John Vinh said. "However, expectations for share gains and growth are high. We're concerned that any moderate downtick to expectations could add substantial risk to the stock based on valuation levels well above peers."
Amid a year of impressive earnings execution, AMD also unveiled its next-generation AI chips, headlined by the Instinct MI450 Series GPUs and the 6th Gen EPYC Venice CPUs. The new chips are designed to power AMD's new Helios rack-scale AI systems, which combine GPUs, CPUs, networking, and software into an integrated platform for training and running large AI models.
The company also announced a major tie-up with Anthropic (ANTH.PVT), significantly expanding its push to challenge Nvidia in the AI infrastructure market.
Anthropic plans to deploy up to 2 gigawatts of the Instinct MI450 GPUs in its Helios system beginning in the first half of 2027 — a deal that could be worth tens of billions of dollars over time. AMD also committed to invest up to $5 billion in Anthropic, marking one of the chipmaker's largest strategic investments ever.
Su acknowledged the fresh market jitters. But she sees no letup in demand for her chips, and that's why she is staying confident in her guidance into 2027.
"I think the market can sometimes be a little bit short-sighted. It is what it is," Su said.
"What I look at is in the long term, if you believe, which I do, I believe very deeply that computing, in many ways, equates to intelligence," Su added. "So the more compute you have, the more intelligent your company is, the more problems you're going to be able to solve, the more you're going to accelerate your business. … We're always looking at what do we see over the horizon? And over the horizon, I see AI and superintelligence becoming more and more essential to every aspect of our lives and every aspect of our business. So I believe in this demand, and I very much believe that many of the investments that are being made throughout the ecosystem are also seeing some of these same trends."
Just another year for Su."
https://finance.yahoo.com/technolog...yahoo-finances-ceo-of-the-year-120000902.html
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