AMD CEO Lisa Su Says AI Is In Early Stages Of Multiyear 'Supercycle': 'There's Tremendous Need For More Compute'
AMD CEO Lisa Su Says AI Is In Early Stages Of Multiyear 'Supercycle': 'There's Tremendous Need For More Compute'
Advanced Micro Devices Inc (NASDAQ:AMD) shares are rising Wednesday after the company reported strong second-quarter financial results. Following the print, CEO Lisa Su said the chipmaker's performance is being driven by a multiyear AI "supercycle."
美國超微公司股票（NASDAQ: AMD）週三上漲，該公司報告了強勁的第二季度財務業績。CEO蘇姿豐在發佈後表示，芯片製造商的表現是由多年的人工智能“超級週期”推動的。
What To Know: Chip stocks sold off in recent weeks leading up to earnings season as investors began to question how long it would be before companies spending enormous amounts of money on AI would see significant return on investment.
需要了解的事情：在盈利季節來臨之前，芯片股在最近幾周銷售了，在此期間，投資者開始質疑在公司巨額投資人工智能後，他們還需要多長時間才能看到顯著的投資回報。
This has created chatter that spending on AI could begin to slow, but capital expenditures have remained strong in the early part of earnings season.
這引發了有關在人工智能方面的開支可能開始放緩的討論，但在盈利季節的早期階段，資本支出仍然保持強勁。
Su's comments on CNBC's "Squawk On The Street" Wednesday may help put slowdown concerns to rest.
蘇姿豐週三在CNBC的“Squawk On The Street”上的評論可能有助於消除放緩的擔憂。
"From the conversations that I have with our customer set and sort of the broader industry, we can see that AI is a multiyear, you know, I would call it a supercycle frankly. There's tremendous need for more compute," Su said.
“從我們與客戶的談話以及整個行業的談話中，我們可以看到人工智能是一個多年的超級週期。有更多計算的需求，”蘇姿豐表示。
AMD reported second-quarter revenue of $5.835 billion and adjusted earnings of 69 cents per share, beating analyst estimates as its AI business continued to see accelerating demand. The chipmaker said on its conference call that it expects GPU revenue to exceed $4.5 billion this year, up from its prior forecast of more than $4 billion.
美國超微公司第二季度營業收入爲5835萬美元，每股調整後收益爲69美分，超過了分析師的預期，其人工智能業務持續看到加速需求。該芯片製造商在電話會議上表示，預計GPU收入今年將超過45億美元，高於之前的預測超過40億美元。
Related Link: Can AMD Stock Hit $180? AI Growth Fuels Data Center Dominance Over Intel
相關鏈接：美國超微股票能夠達到180美元嗎？人工智能的增長推動了對英特爾的數據中心支配。
Su noted on Wednesday that analysts and investors are "hypersensitive" to a 1% change quarter-over-quarter. She told CNBC that she doesn't believe that's the right way to view the AI story. In a broader context, Su suggested that demand is off the charts.
蘇指出，分析師和投資者對季度環比變化的“過度靈敏”。她告訴CNBC，她不認爲這是正確的觀點。蘇建議從更廣泛的角度來看待需求。
"I wouldn't be hypersensitive in those areas ... Are more customers using it? Is every enterprise asking for it? Are we seeing more applications on a daily, weekly, monthly basis? The answer to that is absolutely yes," the chipmaker CEO said.
“我不會在那些領域過度敏感……更多的客戶使用它嗎？每個企業都在索要嗎？我們是否每天、每週、每月看到更多的應用程序？答案是絕對的肯定，”芯片製造商的CEO表示。
"Everywhere I go, everyone wants to talk about how can we incorporate AI into our businesses faster and more efficiently ... this early in the cycle, there's a lot of learning and experimentation, but definitely, there will be the return on the investment on the other side."
“無論我走到哪裏，每個人都想談論我們如何更快、更有效地將人工智能融入我們的業務中……在這個週期的早期階段，有很多的學習和實驗，但絕對會有投資回報。”
Although the return on investment isn't "instantaneous," it's occurring very quickly, the AMD CEO said. AI is already increasing productivity and helping companies get better products to market faster, she added.
雖然投資回報不是“瞬間的”，但美國超微公司的CEO表示它正在非常快速地發生。人工智能已經增加了生產力，幫助公司更快地推出更好的產品，她補充說。
"We're investing today for the return in a couple of years, and I think that's absolutely the right thing to do. That's the way to think about these investment cycles."
“我們今天的投資是爲了在幾年後獲得回報，我認爲這絕對是正確的投資週期思路。”
AMD Price Action: AMD shares were well off the highs of the day at publication time, up 4.68% at $144.92, according to Benzinga Pro.
美國超微股票價格走勢：根據Benzinga Pro的數據，截至發佈時間，美國超微公司的股票雖然已經遠離當天的高點，但仍上漲了4.68%，至144.92美元。
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Photo: courtesy of AMD.
照片：由美國超微公司提供。
譯文內容由第三人軟體翻譯。