AMD CEO Lisa Su: AI is accelerating at a pace that I would not have imagined

Watch on YouTube ↗  |  February 04, 2026 at 16:03  |  7:01  |  CNBC
Speakers
Jim Cramer — Host, Mad Money
Lisa Su — CEO, AMD

Summary

AMD Chair and CEO Lisa Su joins CNBC to discuss the company's latest quarterly results and the accelerating AI demand environment. She says AMD saw broad 2025 strength, expects a 2026 inflection, highlights the CPU business as on fire due to AI enterprise workloads, and points to the second-half launch of MI450 and Helios for inference. The conversation also touches on Q1 seasonality, data center growth, and competition concerns for software companies.

  • AMD reported a strong 2025 and expects a major 2026 inflection.
  • CEO Lisa Su says AI demand is accelerating faster than she imagined.
  • AMD's CPU business is described as on fire, driven by AI enterprise compute.
  • Data center revenue is growing from Q4 into Q1 despite normal seasonality.
  • MI450 and Helios are targeted at exploding inference workloads and launch in 2H 2026.
  • Su says software companies must harness AI tools to avoid disruption.
  • Host Jim Cramer argues analysts are underappreciating AMD's CPU business.
Ideas
Jim Cramer Host, Mad Money 0:12
Analysts underrate AMD CPU business
AMD beat estimates and is being driven by a booming data center business, but analysts are missing the CPU business, which competes with Intel and is being left out even though it is a key part of the AMD story. He sees the CPU business as an underappreciated reason to be positive on AMD.
AMD MED
Lisa Su CEO, AMD 1:07
AMD broad strength, 2026 inflection
AMD closed 2025 strong with strength across the entire business and is entering a big 2026 inflection year. The CPU business is on fire as AI enterprise workloads pull more CPU content, while data center and AI GPU demand is strong; data center revenue is growing from Q4 into Q1 despite normal Q1 seasonality, and she expects a second-half inflection.
AMD HIGH
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This CNBC video, published February 04, 2026, features Jim Cramer, Lisa Su discussing AMD. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jim Cramer, Lisa Su  · Tickers: AMD