股价单日大跌17.31%，AMD掌门苏姿丰重申AI芯片需求强劲

Core Viewpoint - AMD's CEO, Lisa Su, emphasized that the demand for AI chips remains strong despite recent stock price fluctuations and a disappointing earnings forecast, which led to a 17.31% drop in stock price, the largest single-day decline since May 2017 [1] Group 1: Company Insights - AMD's data center business has shown significant acceleration from Q4 to Q1, driven by increased enterprise investment in AI applications, leading to an "explosive growth" in demand for AMD's CPUs [1] - The company plans to raise prices of related products by 10% to 15% in 2026, reflecting strong market demand for server CPUs [1] Group 2: Industry Trends - Global demand for AI computing power continues to rise, with ongoing investment in industry infrastructure [1] - Google announced a capital expenditure guidance of $175 billion to $185 billion for 2026, doubling its investment compared to 2025, highlighting the commitment to the AI sector [1] - The server CPU market is experiencing tightening supply due to increased demand driven by AI, affecting both Intel and AMD [1]