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Following AMD's latest quarterly results, CEO Lisa Su outlined that the company is focusing on AI data centres over the PC GPU market, and that pricing has affected, and will continue to affect sales in PC and gaming segments. Overall revenue is up massively (45%) thanks to data centers and AI. “We are a data center–first company.” “PC sell-through slowed late in the quarter as higher memory and component costs weighed on demand.” “In 2027, we are planning for PC market unit shipments to decline by a double-digit percentage.” “In gaming, revenue declined 40% year-over-year to $773 million, primarily due to lower semi-custom sales, as expected at this stage of the console cycle.”