
While AMD CEO Lisa Su defines the company's identity as data center-oriented in her Yahoo Finance interview, financial figures confirm this transformation.
AI-generated summary
AMD has recently moved away from its traditional gaming-focused structure and has been focusing on the server and data center market.
AMD CEO Lisa Su clearly described the company's identity in an interview with Yahoo Finance. According to Su, AMD is first and foremost a data center company. He also said that people need more processing power to run next-generation artificial intelligence applications.
These words clearly show where the company is looking today. Moreover, the numbers also point in the same direction.
What Do Lisa Su's Words Mean?
This statement actually summarizes the path that the company has been following for a long time. Like Nvidia, AMD no longer gives priority to graphics cards. Instead he focuses on the server side, where he makes much more money.
Data center means large server facilities where artificial intelligence models are trained and run. Therefore, the demand for processing power in this area directly affects the income of chip manufacturers. Because these facilities need many powerful processors.
Therefore, when a company defines itself as a data center company, it also shows where its investment priorities are. On the other hand, Su's emphasis gives the message that the demand for artificial intelligence continues.
2026 Third Quarter Figures
The numbers support Su's words. AMD generated total revenue of $13.38 billion in the third quarter of 2026. Of that, $8.55 billion came from the data center business. In other words, 64 percent of the total revenue was obtained from this section.
Total revenue: $13.38 billion
Data center revenue: $8.55 billion (64 percent)
Gaming division revenue: $773 million
The gaming side, on the other hand, paints the opposite picture. The revenue of this division decreased by 40 percent compared to the same period last year and decreased to 773 million dollars. Therefore, it becomes even more obvious that the company's center of gravity is shifting to servers.
However, this does not mean that the gaming business has completely disappeared. Revenue is still at $773 million. However, the difference with the data center is quite large.
The company's next financial results will show whether this trend continues. Thus, the data center share stands at 64 percent as a reference point.
AI outlook — possibilities, not facts
Data center trend continues in next financial results
Likely · Within months

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