AMD CEO Lisa Su on Q1 2026 earnings call quoted "tens of billions" of cumulative data-center revenue by 2027 - the multi-year framing for the AI-capex thesis.
Provenance — node opacity = source trust
- Evidence Strength
Strong- Evidence Observed At
- May 5, 2026 · 10:00 PM UTC
- Citation
- https://www.cnbc.com/2026/05/05/amd-q1-2026-earnings-call.html
- Citation Source
cnbc- Statement Date
- May 5, 2026
- Statement Venue
- AMD Q1 2026 earnings call