AMD CEO Lisa Su on Q2 earnings results, A.I. capabilities, China market

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[lekang]

Lisa is an excellent scientist and businesswoman

[dr]

Great long term investment. Will be lots of seasonal volatility. Pick your entries well.

[Erikkurilla]

I’m not sure what the future holds for stocks after the rally run ended. They could bounce back soon, keep falling, or stay flat for a while. Or things could get worse fast. I need to grow my $250k savings.

[aaronwhite]

Wow! The allure and mirage of it all.... Inadvertent pump and dump by everyones favorite financial impresario. Bravo, good sir.

[aaaasza]

With Lisa Su at AMD, no worry about its future. 😝

[jon]

Does AMD have a future in GPUs used for inference training of LLMs? Do they do that now? To what degree are they a director competitor of NVDA?

[admyvoice]

🎯 Key Takeaways for quick navigation:

00:47 📈 AMD had a successful quarter with 35% sequential growth in PC business and strong adoption of fourth-gen EPIC CPU products.
01:30 💡 AMD emphasizes long-term, multigenerational roadmaps for AI, covering hardware, software, and supply chain.
02:26 🖥️ AMD introduces AI-embedded products for PCs, expecting growth in the second half and beyond, enhancing productivity.
03:22 🌐 Generative AI promises to organize personal data, making PCs more efficient and productive over time.
04:33 🇨🇳 AMD seeks to satisfy demand in China while complying with export controls, focusing on tailored product development.
05:01 🚀 AMD's embedded business achieves strong revenue growth in sectors like aerospace, defense, and industrial markets.
06:12 🤖 AMD prioritizes AI development, leveraging technologies from Xilinx acquisition and strong investments.
06:51 🌍 Despite mixed market segments, AMD anticipates growth, especially in data centers, indicating strong demand.

Made with HARPA AI

[JesusChristIsReal]

Can we have Lisa Su do a collaboration with Jensen Huang of Nvidia??? When putting 2 great minds together, you create something that is beyond your imagination.

[johnbailey]

IF AMD's results were so good, why is its stock price down 6.65% as of 10:08 on Aug 2nd?

[Bradgilliswhammyman]

Lisa is such a likeable woman. Elegant, smart, could be your favorite schoolteacher. Passion for semi conductors.

[PravdaSeed]

💚Lisa you are
The Ai Goddess
We worship you
💚💙💚💙💚💙
Come in china &
Stay with us 💌.

[jhockeyliu]

what I want to know is that how much interest AMD will pay next 5 years. Looks like it is little low in cash compared to other semi guys in the same size.

[ask_why]

This is a PR puff piece, they're not even asking her any pointing or serious. Cramer & Carl are useless. And all she's doing is talking about yet more PC cycle while mindlessly repeating AI.

[aacasd]

AMD is not able to deliver any new AI accelerator/GPUs for another 3 months... Or is it another 6months?

[lockejr]

0:15 - He said she became a what to Nvidia?? I’m from the South and its hard for me to make out his words sometimes.

[westnash]

Jim fawning over Lisa as AMD stock falls out of bed.

[reinchua]

China export control will affect AMD much, at least it faces margin compression. With today bubble you will see AMD correction

[randyrodriguez]

An hour ago this was tanking so hard. She would have had a stroke in camera

[petejams]

It's clear Jim knows nothing about PCs....a true used car salesman, please listen to his advice

[mqmqyi]

...you know, ...you know, ...you know, ...you know, ...you know, ...you know, ...you know, ...you know, ...you know, ...you know