Lisa Su quote, May 5, 2026

Chair and CEO, AMD · May 5, 2026 · Earnings, AMD Q1 2026 earnings release (SEC Form 8-K, Exhibit 99.1)

We delivered an outstanding first quarter, driven by accelerating demand for AI infrastructure, with Data Center now the primary driver of our revenue and earnings growth...

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Words found on the source page on Sep 25, 2026.

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Date	Quote	Context	Source
Sep 22, 2026	If the top U.S. labs have to give up on what is supposed to be really important, they will look very “catchable.” The policy creates a big incentive for some other parts of the world to invest a lot more in compute.Tyler CowenSep 22, 2026· Post	PostBanning self-recursive improvement in AI models?	Source
Sep 21, 2026	A world with sufficient compute is one where intelligence is a commodity, and in commodity markets margin comes from a superior cost structure, which I would expect the leading model providers to have, in part because they have a meaningful lead in scaling and can apply superior AI to their infrastructure.Ben ThompsonSep 21, 2026· Post	PostFrontier Overhangs	Source
Sep 19, 2026	I have my doubts that the labs can afford to spend a constant portion of this compute on internal R&D as the total volume goes up, especially with plans to IPO, as they face increased scrutiny on basic economics.Nathan LambertSep 19, 2026· Post	PostWhy I still haven't bought into true RSI	Source
Sep 19, 2026	It is important to not confuse massive steps in inference-time scaling, a dynamic which should be fairly predictable, with being the outputs of RSI, which is highly uncertain.Nathan LambertSep 19, 2026· Post	PostWhy I still haven't bought into true RSI	Source
Sep 17, 2026	If you have five hours, you’re probably going to do a lot better. The AI models are pretty similar.Noam BrownSep 17, 2026· Interview	InterviewDwarkesh Podcast: Agent swarms, alignment, and recursive self-improvement	Source
Sep 2, 2026	Demand for our custom AI accelerators and networking continues to be very strong. Q3 AI semiconductor revenue of $16.7 billion grew 221% year-over-year, and 54% quarter-over-quarter...Hock TanSep 2, 2026· Earnings	EarningsBroadcom Q3 FY26 earnings release (SEC Form 8-K, Exhibit 99.1)	Source

About this quote

Said by: Lisa Su, Chair and CEO, AMD
Where: AMD Q1 2026 earnings release (SEC Form 8-K, Exhibit 99.1)
Topics: Chips, Compute
Company: AMD
Source: sec.gov/Archives/edgar/data/2488/000000248826000072/q12026991.htm

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