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AMD CEO Lisa Su defended the company’s earnings results and forecast and said that “AI is accelerating at a pace that I would not have imagined.” Su said the chipmaker has seen a
CNBC. . AMD CEO Lisa Su defended the company’s earnings results and forecast and said that “AI is accelerating at a pace that I would not have imagined.” Su said the chipmaker has seen a step up in demand and its data center business over the last two to three months. Read more: cnb.cx/4ac29Sb
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TSMC on Thursday reported a 35% increase in fourth-quarter profit, beating estimates and hitting a fresh record as demand for artificial intelligence chips remained strong. The chipmaker crossed $100B in annual revenue and is sold out through 2026, with customers like Nvidia, AMD and Apple locking in capacity years ahead, lifting the entire chip supply chain. CNBC's Kristina Partsinevelos reports. Read more: cnb.cx/45a5P5t | CNBC
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$AMD moving lower after hours despite a strong Q3 report, with $AMZN also disclosing it dissolved its entire stake in the chipmaker. @KenzieSigalos reports and @karenfinerman, Dan Nathan, @GuyAdami and @StocktonKatie trade it. | CNBC Fast Money
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