Prediction: Lisa Su Will Deliver Great News for Advanced Micro Devices (AMD) Investors on Aug. 4

Advanced Micro Devices (NASDAQ: AMD) has go 1 of the world's apical suppliers of graphics processing units (GPUs) for information centers, which are the superior chips utilized successful artificial quality (AI) grooming and inference workloads.

The institution volition merchandise its operating results for the 2nd 4th of 2026 (ended June 30) connected Aug. 4, and if erstwhile reports are immoderate indication, CEO Lisa Su is apt to contented highly bullish guardant income guidance, which volition beryllium precise bully quality for investors. 

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AMD is gearing up to vessel its champion chips yet

Nvidia (NASDAQ: NVDA) had a near-monopoly successful the AI information halfway marketplace with its H100 GPU until 2023, erstwhile AMD entered the contention with the MI300X. It attracted immoderate of Nvidia's apical customers, similar Microsoft and Oracle.

AMD has since launched respective caller generations, including the MI350 and MI400 series, further expanding its lawsuit base. But aboriginal this year, the institution volition commencement shipping its MI450 bid GPUs, which tin beryllium customized to suit the needs of circumstantial information halfway operators.

Customers who configure the MI450 chips successful AMD's caller Helios information halfway rack could unlock 36 times the show of the company's previous-generation GPUs. That's due to the fact that Helios includes specialized networking components and bundle to extract the maximum processing speeds from each chip.

During her past quarterly league telephone with investors connected May 5, AMD CEO Lisa Su said respective large customers were enquiring astir large-scale deployments of MI450 GPUs. OpenAI and Meta Platforms have each signed agreements to deploy 6 gigawatts of AMD's chips implicit the adjacent fewer years, starting with the MI450. I expect to spot further lawsuit updates connected Aug. 4.

Lisa Su could present bullish guardant guidance for AMD's information halfway concern

AMD generated $10.3 cardinal successful gross successful the archetypal 4th of 2026, which was a 38% summation from the year-ago period. Its information halfway conception accounted for much than fractional of that total, with gross soaring by 57% to $5.8 billion.

Over the past fewer quarters, Lisa Su has issued progressively bullish guardant guidance for the information halfway business. While recapping AMD's fourth-quarter 2025 operating results connected Feb. 3, she told shareholders to expect yearly gross maturation of 60% from the conception implicit the adjacent fewer years, lone to revise that forecast higher to 80% successful her remarks connected May 5.