AMD Watch posted an update
AMD is selectively investing with key partners to help secure data-centre land and power for future deployments, CEO Lisa Su told analysts this week. She said AMD knows where its planned GPU deployments for 2027 are headed, while demand is already outstripping supply.
Why it mattersSu described the investments as strategic and selective, alongside spending on research and development, supply chain and capacity. That adds a practical detail to AMD’s AI growth plans: the company is looking beyond chips to some of the infrastructure needed to install them. The Stack reports the comments; they describe AMD’s approach, not a list of investments or a guarantee that planned sites will be ready.
Discuss: Should chipmakers help finance the infrastructure their customers need, or leave that job to data-centre developers and operators?
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