‘AI PCs will become more important’: AMD’s Lisa Su remains optimistic about the market despite runaway pricing caused by checks notes the AI industry
AMD CEO Lisa Su expressed optimism about the future of personal computers during the company’s recent earnings call, predicting that “AI PCs will become more important” for average consumers in 2027. However, her remarks come amid growing concerns about PC affordability, as component prices—particularly memory—have surged due to demand from the AI data center industry.
Su highlighted AMD’s strong product portfolio for addressing both traditional notebook and desktop markets, as well as the emerging AI-centric PC segment. The company plans to expand its offerings to reach a broader consumer base, positioning AI-enabled devices as a key part of its strategy going forward.
The comments reflect an industry-wide push toward AI integration in consumer hardware, though they underscore an ongoing tension: while tech companies tout AI PCs as the future, the same artificial intelligence boom driving innovation is simultaneously pricing standard PC hardware out of reach for many consumers. Su’s optimism suggests AMD believes AI-driven features will justify the premium, even as the PC market grapples with affordability challenges.