After AMD's gaming revenue crashes 40%, CEO Lisa Su declares "We are a data center-first company"
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A hot potato: Rest in peace, dedicated consumer GPU makers. With Nvidia having long been an AI firm with a passing interest in making prohibitively expensive consumer graphics cards, AMD's boss has confirmed that Team Red now considers itself a "data center-first" company. With the data center segment making up about 63% of AMD's record third-quarter 2026 revenue, it's easy to see why CEOs are moving away from PC gaming to follow the money.
Su made her remarks in an interview with Yahoo Finance's Brian Sozzi, where she presented data centers as central to AMD's identity and growth.
"We are a data center first company, that is our profile and you know, people need more computing to power all these applications," Su said.
In a perfect illustration of the state of the current...
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