AMD CEO Lisa Su explained: "Gamers are secondary"

AMD CEO Lisa Su announced the company's new priority. While gaming revenues decreased by 40 percent, data center activities constituted 63 percent of AMD's total revenues.

AMD's gaming revenues decreased by 40 percent

Lisa Su stated that data centers play a central role in AMD's growth and emphasized that artificial intelligence applications need more processing power. Demand for the company's Instinct accelerators and Epyc server processors is also directly reflected in the financial results. AMD broke a record by generating $13.4 billion in revenue in the third quarter of 2026, a 97 percent increase on an annual basis.

Approximately 63 percent of this revenue came from data center operations. In contrast, the gaming segment's revenue fell by 40 percent compared to the same period last year, falling to $773 million. It is stated that the decline in the gaming side is due to the intense demand of artificial intelligence data centers for memory and other hardware components. This demand also affects the costs and supply conditions of components used in consumer graphics cards.

Lisa Su said that they expect data center activities to grow 50 percent in the fourth quarter compared to the previous quarter. The CEO also stated that the company aims to more than double its revenue in this line of business next year.

AMD focuses on artificial intelligence investments

Su also stated that they want to expand their production capacity and supply opportunities in response to the demand for artificial intelligence hardware from large technology companies. Stating that AMD's long-term planning has a three to five-year perspective, the CEO argued that companies should invest today to meet future processing power needs.

Silicon Engineering and Manufacturing Architecture

According to reports from DonanımHaber, the recent development titled "AMD CEO Lisa Su explained: Gamers are secondary" has generated considerable discussion across the Donanım & Çip community. This advancement within semiconductor design marks another significant stride in high-performance computing (HPC) and energy-efficient processing. Leading foundries and fabless designers are racing to optimize die yields, thermal thresholds, and transistor density to power advanced workloads across both cloud and edge hardware.

Supply Chain Resilience and Global Competition

Continuous innovation in lithography and packaging techniques remains critical as technology providers seek to mitigate single-source bottlenecks and enhance system reliability. Industry stakeholders continue to monitor these developments to assess their lasting influence on broader market dynamics.