AMD CEO Lisa Su said the AI build-out is only in year two of a "massive ten-year cycle" of rapid AI advancements and infrastructure investment. The remarks reinforce a constructive long-term demand outlook for AI semiconductors and related infrastructure, but do not include any new financial guidance or hard metrics.
AMD CEO Lisa Su said the AI build-out is only in year two of a "massive ten-year cycle" of rapid AI advancements and infrastructure investment. The remarks reinforce a constructive long-term demand outlook for AI semiconductors and related infrastructure, but do not include any new financial guidance or hard metrics.
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