苏姿丰表示AMD的定位是数据中心优先的公司。
我们是一家数据中心优先的公司，这就是我们的定位。原文 (en)
We are a data center first company; that is our profile.
苏姿丰
AMD · CEO AI 与半导体
最近 7 天
苏姿丰表示随着应用增多，市场对算力的需求持续增长。
人们需要更多算力来支撑所有这些应用。原文 (en)
People need more computing to power all these applications.
苏姿丰称市场在中期选举后的抛售反应是短视的，表达了对AMD长期前景的信心。
Lisa Su 表示市场“短视”。原文 (en)
Lisa Su said the market is “short-sighted.”
苏姿丰称需求高于供应，供应能力是 AMD 2027年增长指引的主要风险。
苏姿丰表示需求高于供应，因此如果 AMD 无法足够快地生产芯片，2027年的增长可能达不到指引。原文 (en)
Su said demand is higher than supply, so if AMD can't build chips fast enough, 2027 growth could fall short of its guide.
苏姿丰认为市场对AI需求可持续性的担忧有些短视，并称AMD业务没有出现谨慎迹象。
我认为市场有时会有点短视。事情就是这样。原文 (en)
I think the market can sometimes be a little bit short-sighted. It is what it is.
苏姿丰认为算力等同于智能，因此以三到五年的长期视角提前投资是正确策略。
我着眼于长期：我深信算力在很多方面等同于智能。你拥有的算力越多，公司就越智能，能解决的问题越多，业务加速得越快。如果你相信这一基础，那么提前投资就是正确的，因为我们总是着眼长期投资，长期指三到五年甚至更久。原文 (en)
What I look at is in the long term, if you believe, which I do, I believe very deeply that computing, in many ways, equates to intelligence. So the more compute you have, the more intelligent your company is, the more problems you're going to be able to solve, the more you're going to accelerate your business. If you believe that foundation, then investing ahead of the curve is the right thing to do because we're always investing for the long term — long term being three to five years and beyond.
苏姿丰预计AI和超级智能将成为生活与业务各方面不可或缺的部分，并相信生态系统的投资反映了这一需求。
展望未来，我看到AI和超级智能对我们生活和业务的方方面面越来越不可或缺。所以我相信这一需求，也坚信整个生态系统中的许多投资也看到了同样的趋势。原文 (en)
Over the horizon, I see AI and super intelligence becoming more and more essential to every aspect of our lives and every aspect of our business. So I believe in this demand, and I very much believe that many of the investments that are being made throughout the ecosystem are also seeing some of these same trends.
苏姿丰表示 AI 采用速度极快，使原本静态的年度计划变得动态，这推动了 AMD 的需求超预期。
随着 AI 的推进和整个行业对 AI 的采用，过去相当静态的计划现在变得非常动态。你很难意识到采用曲线的速度有多快。原文 (en)
with AI and the progress that we're making through AI adoption, uh, throughout the industry, uh, what we're seeing is what used to be, let's call it, you know, fairly static plans, are now actually becoming pretty dynamic. Um, you're not realizing how fast the adoption curve is going.
苏姿丰称 AMD 数据中心业务第四季度环比增长 50%，明年目标翻倍以上，并强调 AMD 是数据中心优先的公司。
能够说我的数据中心业务将从第三季度到第四季度环比增长 50%，这是一次大幅跃升，证明了计算在当今行业中的重要性，我们希望明年让业务翻倍甚至更多。我们是一家数据中心优先的公司。原文 (en)
being able to say that my data center business is going to grow 50% sequentially from Q3 to Q4, uh it's a big step up and it's a a testament to how important computing is um in the industry today and you know, we're looking to double the business, more than double the business as we go into next year. Uh we are a data center first company
苏姿丰认为市场对 AI 投入的担忧过于短视，并称算力等同于智能，因此应提前投资。
我认为市场有时会有些短视。我着眼于长期，我深信计算在很多方面等同于智能，算力越多就越智能。原文 (en)
I think the market can sometimes be a little bit short-sighted, uh and look, it it is what it is. Um, what I look at is in the long term, if you believe, which I do. I believe, uh, very, you know, deeply that computing in many ways equates to intelligence. So the more compute you have, the more intelligent you are
苏姿丰相信 AI 与超级智能将成为生活和商业各方面的必需品，支撑持续需求和生态投资。
放眼未来，我看到 AI 和超级智能对我们生活和业务的每个方面都越来越重要。所以我相信这种需求，也相信整个生态系统中的许多投资都看到了同样的趋势。原文 (en)
over the horizon, I see um AI and super intelligence becoming more and more essential to every aspect of our lives and every aspect of our business. So I believe in this demand and I very much believe that uh you know, many of the investments that are being made throughout the ecosystem are also seeing some of these, you know, same trends.
苏姿丰表示，AMD 明年服务器 CPU 业务将大约翻倍，数据中心 AI 业务增速将远超一倍。
AMD CEO 苏姿丰补充称，公司服务器 CPU 业务明年将大约翻倍，由出货量增加和核心数提升驱动，而数据中心 AI 业务将“增长远超一倍”。原文 (en)
CEO Lisa Su added that its server CPU business will about double, driven by higher unit shipments and higher core counts, while its data center AI business will "significantly more than double."
苏姿丰表示，在中期选举中数据中心遭到抵制后，科技行业需要向每个承载数据中心的社区清晰说明其价值，让所有人都从 AI 中受益。
归根结底，我们需要确保每个人都能从 AI 中获益。我确实认为，这是科技行业认识到的一个机会：我们必须让每一个将承载数据中心的当地社区都清楚看到其价值主张，我相信我们能做到。原文 (en)
At the end of the day, what we need to do is ensure that everybody wins from AI. I do think this is an opportunity for us as a tech industry to realize that we need to make sure that the value proposition is clear to every local community that is going to host a data center, and I believe we can do that.
苏姿丰表示算力需求迫切，订单储备强劲，需求超过供给。
我们正处于对算力需求极为迫切的阶段，订单储备非常强劲，实际上需求高于供给。原文 (en)
we are in a place Jim where I think there is a um intense need for more compute and when we look at that uh we are seeing a very strong order pipeline. We are actually seeing the uh demand being higher than supply
苏姿丰称 AMD 已向 Anthropic、OpenAI、微软、甲骨文、Meta 等头部客户交付首批机架，客户反馈性能出色。
我们已经向包括 Anthropic、OpenAI、微软、甲骨文和 Meta 在内的主要客户交付了首批机架，这些客户对我们最新产品的性能非常满意。原文 (en)
we have actually landed our first racks at our top customers including uh anthropic openai Microsoft Oracle Meta and these customers are seeing great performance out of our newest products.
苏姿丰预计 AMD 明年业务增长超过80%，达到长期模型的两倍以上。
我们预计明年业务增长超过80%，这是非常显著的数字，是我们长期模型的两倍以上。原文 (en)
We see our business growing over 80% uh next year which is a very significant number. It's over double of our long-term model
苏姿丰认为 AI 采用才刚起步，需要 CPU、GPU 和各类加速器协同，这正是 AMD 的强项。
我们正处于采用周期的最初阶段，人们看到了AI和超级智能能带我们走多远，为此需要各种算力：CPU、GPU以及各类加速器协同，这正是我们的专长。原文 (en)
we're at the very beginning of the adoption cycle where people are seeing where you know AI and super intelligence can really take us and for that you need all kinds of compute. You need CPUs, you need GPUs, uh you need all of these accelerators to come together and this is what we specialize in.
苏姿丰表示，AMD 正与最大客户就 MI500、MI600 及更后续的加速器产品展开非常积极的讨论。
我们正与最大的客户就 MI500、MI600 及后续产品进行非常积极的沟通。原文 (en)
We’re in very active dialogs with our largest customers on MI500 and MI600 and beyond.
苏姿丰称，凭借领先产品组合及深厚的客户与供应链关系，AMD 有信心未来几年维持强劲营收增长并提升盈利能力。
凭借我们领先的产品组合以及深厚的客户和供应链关系，我们有信心在未来几年保持非常强劲的营收增长和不断提升的盈利能力。原文 (en)
With our leadership product portfolio and deep customer and supply chain relationships, we are confident in our ability to sustain very strong revenue growth and expanding profitability over the coming years.
苏姿丰表示 Instinct 和 EPYC 需求持续增强，随着 Helios 与 Venice 放量预计第四季度增长加速，并有信心未来几年保持强劲增长和盈利提升。
我们 Instinct 和 EPYC 产品的需求持续增强，随着 Helios 和“Venice”产能爬坡，我们预计第四季度增长将进一步加速。凭借领先的产品组合以及深厚的客户和供应链关系，我们有信心在未来几年保持非常强劲的营收增长和不断提升的盈利能力。原文 (en)
Demand for our Instinct and EPYC products continued to strengthen, and we expect growth to accelerate further in the fourth quarter as we scale Helios and 'Venice' production. With our leadership product portfolio and deep customer and supply chain relationships, we are confident in our ability to sustain very strong revenue growth and expanding profitability over the coming years.
苏姿丰表示，内存和零部件成本上升拖累需求，导致本季度后期PC终端销售放缓。
本季度后期PC终端销售放缓，因为更高的内存和零部件成本拖累了需求。原文 (en)
PC sell-through slowed late in the quarter as higher memory and component costs weighed on demand.
苏姿丰称AMD的规划假设是2027年PC市场将出现两位数下滑。
我们对2027年的规划假设是，市场将出现两位数百分比的下滑。原文 (en)
Our planning assumption for 2027 is that the market will be double-digit percentage down.
苏姿丰称智能体正成为云端 CPU 的下一个杀手级应用，推动 EPYC 需求大幅增长。
云服务商本季度为个人和企业智能体新增了大量 EPYC 算力，智能体正迅速成为云端 CPU 的下一个杀手级应用。Meta 的 Muse 和 OpenAI 的 Dots 显示个人智能体增长之快，前 6 周就有超过 1000 万人激活了 Muse 智能体。原文 (en)
Cloud providers also added significant EPYC capacity in the quarter for personal and enterprise agents, which are quickly becoming the next killer app for CPUs in the cloud. Meta's Muse and OpenAI's Dots illustrate how quickly personal agents are growing with more than 10 million people activating Muse agents in the first 6 weeks.
苏姿丰上调 2027 年预期：服务器收入翻倍，数据中心 AI 增速更快，数据中心占比超 80%。
我们现在预计 2027 年服务器收入将同比翻倍，数据中心 AI 收入的增速将快于 90 天前的预测。因此，预计 2027 年数据中心将占总收入 80% 以上，并带动大部分收入和利润增长。原文 (en)
We now expect server revenue to double year-over-year in 2027 and data center AI revenue to grow even faster than we projected 90 days ago. As a result, we expect data center to be more than 80% of our total revenue in 2027 and to drive the majority of our revenue and earnings growth.
苏姿丰承认需求高于供给，并称正与供应链伙伴合作扩大产能。
需求确实高于供给。我们会继续与供应链伙伴合作增加供给，鉴于我们在整个生态中的稳固关系，我相信有很好的机会做到这一点。原文 (en)
It is true that demand is higher than supply. So we continue to work with our supply chain partners to increase supply. And I do believe that there is a good opportunity for us to do that, just given the strong relationships we have throughout the ecosystem.
苏姿丰警告零部件涨价将冲击消费级 PC，2027 年按市场两位数下滑规划。
我们的看法是，零部件价格上涨会影响整机定价，消费市场对此会更敏感。因此我们 2027 年的规划假设是 PC 市场出现两位数百分比下滑。原文 (en)
Our view is this is one of those times when component prices go up, it affects overall system pricing. One would expect the consumer markets to be more sensitive to that. And so our planning assumption for 2027 is that the market will be double-digit percentage down.
苏姿丰称 Helios 的总拥有成本优势是客户选择 AMD 而非自研 ASIC 的关键。
我们对 Helios 在性能和总拥有成本方面的定位非常有信心，这从根本上是决定未来部署规模的最重要因素。原文 (en)
we feel extremely good about where we're positioned in terms of our performance and our total cost of ownership that we're delivering with Helios. That is fundamentally the most important factor when we think about sort of deployment scale and deployments going forward.
苏姿丰称 HBM 及零部件成本存在通胀，AMD 正与客户协商分担成本。
其他零部件成本也面临通胀压力，因为整个供应链投入了更多资本开支。我们也在与客户合作，确保这些成本在未来得到分担。原文 (en)
other component costs are also seeing some inflationary pressures in the sense of as there is more CapEx that's put into the overall supply chain environment. We are also working with our customers to include -- to ensure that those costs are shared as we go forward.
苏姿丰表示 AMD 目标是通过 Helios、MI500 和 MI600 在前沿实验室和云厂商的算力需求中占更大份额。
我们的目标是成为最大客户（前沿实验室和超大规模云厂商）非常重要的算力供应商，并在其算力需求中占据越来越大的份额。从我们所见，需求还在持续上升。原文 (en)
Our aspirations are to be a very significant compute supplier to our largest customers, both frontier labs as well as hyperscalers. And our aspirations are to continue to have a larger and larger piece of their compute needs. And from everything that we see, demand continues to go up.
苏姿丰表示，AMD预计数据中心服务器CPU收入将在2027年翻倍。
AMD预计其数据中心服务器CPU的收入将在2027年翻倍。原文 (en)
it expects revenue from its data-center server central processing units to double in 2027
苏姿丰表示，元器件涨价推高整机价格，消费市场对价格更敏感，导致终端销售放缓。
我们的看法是，这是那种元器件价格上涨、进而影响整机系统定价的时期。人们会预期消费级市场对此更敏感，因此我们看到终端销售（sell-through）有所放缓。原文 (en)
Our view is, this is one of those times – when, you know, component prices go up, it affects overall system pricing. One would expect the consumer markets to be more sensitive to that, and so we have seen a bit of a slowdown in the sell-through,
苏姿丰称AMD按当前环境规划2027年PC市场出现两位数百分比下滑。
我们按当前环境规划，预计2027年将是下滑的一年。原文 (en)
We are planning with the current environment for a down year for 2027.
苏姿丰表示AMD预计2027年营收增长超过80%，数据中心将是最大贡献者。
2027年增长超过80%原文 (en)
grow more than 80% in 2027,
苏姿丰表示，AMD 下一代 Instinct MI500 GPU 的客户接洽进展非常顺利。
下一代 Instinct MI500 图形处理器的客户接洽“持续进展得非常顺利”。原文 (en)
customer engagements for its next-generation Instinct MI500 graphics processing units "continue to progress very well."