What does AMD’s record Q1 2026 reveal about the AI spending cycle?
AMD’s Q1 2026 results — $10.3 billion in revenue, 57% data center growth, and Lisa Su’s ‘tens of billions’ AI revenue call — are the clearest signal yet that enterprise AI infrastructure spending is still accelerating. For mid-market CEOs, the strategic question is no longer whether to invest in AI, but how quickly their operating model can absorb falling compute costs before competitors do.