On the record

Lisa Su

Chair & CEO · AMD

Open

Hit rate

1

Tracked calls

0

Played out

0

Didn't hold up

1 Too early

What Lisa said, and whether it held.

Lisa Su

Too early

Lisa Su

Chair & CEO · AMD

True?

45% true to 437 calls

Chips & ComputeOptimistic

AMD's Su: AI demand is insatiable.

“The demand is insatiable.”

Nov 11, 2025·1 receipts