AMD CEO Lisa Su says AI is 'accelerating at a pace that I would not have imagined'
TweakTown | 05.02.2026 10:31TL;DR: AMD reported a record $10.3 billion revenue and 54% gross margin in Q4 2025, driven by strong AI demand for EPYC processors and Instinct GPUs. Despite beating estimates, AMD's cautious Q1 2026 forecast led to a 13% stock drop. CEO Lisa Su is now speaking to the media and investors, emphasizing the acceleration of AI growth and its upcoming Helios AI systems.