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Opening of CNBC interview after AMD Q2 results; host notes stock has far exceeded Nvidia's this year but is down today on profit taking.
And yeah, it was a very strong quarter for us. We grew revenue over 50% year on year, and we're seeing just tremendous momentum, especially in our data center business, where folks need a lot more AI compute, and we have some great products coming.
S&P 500 since this was said: ▼ -1.7% · 7,724 → 7,592 · as of 2026-09-10
Responding to Cramer's point that analysts on the call were too negative on data center AI numbers; Su says 'we are in an extraordinary time for AI compute right now.'
We just updated our overall market numbers. We see the market for overall computing and high performance and adaptive computing going up to over $2 trillion as we go through 2030.
S&P 500 since this was said: ▼ -1.7% · 7,724 → 7,592 · as of 2026-09-10
Asked how enterprise IT budgets for next year will treat AI , cost discipline vs. pedal to the metal; Su says 'a little bit of both.'
the AI costs are getting so large that everybody has to manage just like you manage your employee costs, you have to manage your AI costs.
S&P 500 since this was said: ▼ -1.7% · 7,724 → 7,592 · as of 2026-09-10
AI TAM call. company self-interested TAM at her own event; distinct from the $1.4T accelerator subset
“$2 trillion market opportunity for us as we think about from now through 2030”
accelerator market size
“it's going to reach $1.4 trillion by the time we get to 2030”
adoption pace superlative. superlative observation by the CEO of a direct beneficiary
“I've never seen a technology adoption curve like what we're seeing with AI right now”
Nasdaq since this was said: ▲ +4.4% · 24,976 → 26,082 · as of 2026-09-10
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