AMD CEO Lisa Su says the company now sees itself primarily as a supplier to data centers, aiming to serve the world’s largest computing customers as demand for artificial intelligence grows. She told Yahoo Finance that AMD’s data-center business was expected to expand 50% in the next three months, with the company seeking to double that growth as it moves into 2027. AMD reported record third-quarter revenue of $13.4 billion, nearly twice its total from a year earlier, and data centers accounted for 63%. Su attributes the company’s growth to its resources and ability to increase supply for customers.
That strategic focus raises concerns for PC gamers hoping to buy affordable graphics cards: booming demand for data-center hardware is coinciding with scarce, expensive consumer GPUs. The article cites an RTX 5090 that has largely vanished from online shops and an RTX 5080 selling well above its recommended price. AMD cards, though often better value than Nvidia’s, are also far above launch prices: the RX 9070 XT is over $900, about $300 above its launch price, while the RX 9070 is around $750. Even the entry-level RX 9060 XT with 16GB of memory exceeds $700; only 8GB models are somewhat affordable, and they cost more than $500. The piece argues that AMD’s pricing and public priorities both point toward data centers over consumers, while noting that US voter opposition to data-center expansion could test the industry’s momentum.
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