$AMD| Dr. @LisaSu on Hyperscalers AI CapEx concern 🆕 "We are not seeing CapEx Slowdown" She stresses looking at the “long arc of technology.” She is “absolutely convinced of the power of compute,” equating AI compute with intelligence and asking why one would not want more of it. The critical question is return on investment. AMD is “seeing the returns.” The company is significantly ramping its own internal AI usageMoM and observing productivity gains better and more capable products, plus faster time to market. These benefits will show up over the longer term even if QoQ results vary. “Compute demand is at a premium today.” You cannot simply decide tomorrow that you want more; investments must be made 12, 18, or 24 months in advance, with the full supply chain and ecosystem planned a
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