AMD CEO dismisses AI spending fears: 'It's the right gamble'

 

AMD CEO Lisa Su joins 'Squawk Box' to discuss the company's quarterly earnings results, takeaways from the company's analyst day, AI chip demand, state of AI tech race, AMD's partnership with OpenAI, data center business, state of the AI arms race, export controls, and more：

https://stocks.apple.com/AOI3bTE4URfKVSckEDBs7Hw

 

所有跟帖： 

• AMD is already priced in high growth. 問題是AMD會比預計的增漲跟快嗎？太難說了 -QQQ2074- ♂ (0 bytes) () 11/12/2025 postreply 08:00:03

• 我覺得AMD起來是大客戶們的希望的方向，是把NVDA的margin降下來的一個辦法 -GandalfOld- ♂ (0 bytes) () 11/12/2025 postreply 08:04:10

• 大方向是這樣的。但是AMD already priced in 30-50% annual growth -QQQ2074- ♂ (0 bytes) () 11/12/2025 postreply 08:08:58

• 同意！ -華灜- ♀ (0 bytes) () 11/12/2025 postreply 08:17:24

• +1 -dancingpig- ♀ (0 bytes) () 11/12/2025 postreply 09:51:44

• +1 -bogbog- ♀ (0 bytes) () 11/12/2025 postreply 12:52:03

• 對NVDA更大的威脅不是google 的ironwood嗎 -spinach2005- ♂ (0 bytes) () 11/12/2025 postreply 08:20:20

• Google 的好像隻有他自家用 -QQQ2074- ♂ (0 bytes) () 11/12/2025 postreply 08:35:24

• 普遍認為AMD 和AVGO會有更多的市場份額，股價反映了華爾街FA專家的中間看法。我們要做的是對這個看法給一個自已的看法 -QQQ2074- ♂ (0 bytes) () 11/12/2025 postreply 08:34:48