AMD CEO enrages gamers by saying it’s now a ‘data center first’ company

• AMD’s CEO has said that it’s a “data center first company”
• Lisa Su observed that: “I see AI and super intelligence becoming more and more essential to every aspect of our lives”
• The CEO predicted a double-digit fall in PC sales next year, and gamers aren’t happy at all with what they see as an abandonment by Team Red

AMD’s chief executive hasn’t been making many friends in the PC gaming community this week, having offered up a telling admission, alongside an ominous sales prediction, all off the back of the firm’s latest financial results.

In an interview with Brian Sozzi, who is Yahoo Finance’s Executive Editor, Lisa Su made it clear that AMD is a company with a lot of resources to expand its supply and the “ability to help our customers”, but sadly the customers in this case are data centers, not consumers.

Su then delivered a frank admission: “We are a data center first company.”

AMD’s CEO also again underlined that AI is very much the future, and that “over the horizon I see AI and super intelligence becoming more and more essential to every aspect of our lives.”

On top of this, as OC3D spotted, during AMD’s earnings call for Q3 2026 (which was all about bumper profits), Su said that “PC sell-through slowed late in the quarter as higher memory and component costs weighed on demand,” while forecasting that next year wouldn’t be a good one for desktop computers and laptops.

The CEO observed: “In 2027, we are planning for PC market unit shipments to decline by a double-digit percentage.”

In other words, an over 10% slump. The chief exec added this caveat: “In this environment, we expect to outperform the market as we deliver our Ryzen roadmap and grow our commercial footprint.”

That presumably refers to the launch of Zen 6 processors for consumers (and businesses), the next-gen Ryzen family, which is expected to arrive early in 2027 and should obviously stoke some interest.

Analysis: dark times for the PC

It’s no surprise that AMD has ‘followed the money’, as the old saying goes, because this is how businesses work, and profits reign supreme. Data center GPUs are way more profitable than consumer models.

If we look at the amount of revenue that AMD raked in from its data center business in this latest quarter, it very nearly doubled year-on-year and was up 97% to $8.5 billion. That dwarfed client and gaming (Ryzen and Radeon, mostly consumer) revenue, which was $3.7 billion (down 8%).

Looking at the balance sheet, it’s clear enough AMD is a data center-first company – but actually saying this out loud, in no uncertain terms, sends out further signals about where Team Red wants to be, along with all the messaging that AI is the future.

Is it any wonder that gamers feel bitter about this? Hardly. Back at the start of 2024, AMD’s consumer revenue was actually more than data center, albeit only marginally, but still – that picture has shifted massively over the past couple of years.

And with the prices of consumer GPUs shooting up as graphics chip production is increasingly prioritizing AI accelerators for data centers, there’s a lot of bad feeling for obvious reasons. Nvidia’s graphics card business is the same story too, of course, and GPU price hikes have been getting out of hand in the past few months for GeForce and Radeon cards alike.

Given clear negative predictions about the PC market next year – with AMD joining in on that – and the company’s equally clear unwillingness to do anything about that with its plentiful resources, consumers are looking at a dismal future. One in which I fear that GPU price hikes are going to follow in the footsteps of steep RAM and SSD inflation, which has become beyond painful at this stage. Many forecasts point to the RAM crisis getting worse in 2027, of course.

All of which means it’s hardly surprising that there’s a profound sense of disappointment in AMD on social media, given this fresh data center comment from Lisa Su.

One Redditor declared: “AMD was a lot of people’s last hope, but looks like PC gaming is over.”

Dramatic? Well, yes, it is, but nonetheless, every single metric, forecast, and piece of analysis is strongly suggesting 2027 will be a desperately bleak time for the PC, and I have a hard time disbelieving that this is the truth. I’ve recently written about GPU pricing and how Black Friday could be your last chance to get an upgrade at a relatively reasonable price, if you need one.