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Elon Musk Podcast

AMD’s AI Growth Is Exploding, So Why Are Investors Still Nervous?

Aug 5, 2026 · 00:16:58

About This Episode

<p>AMD posted a major jump in quarterly sales, with its data-center business growing especially quickly. Yet the market still pushed back after the company’s outlook failed to clear the very high expectations created by the AI boom.</p><p><br /></p><p>In this episode, we break down the new reality of AI-era competition: delivering great growth is no longer enough when investors expect every chip company to perform like the market leader.</p><p><br /></p><p>For operators and founders, this is a powerful lesson in expectations. When a company’s story gets bigger than its current results, the pressure to keep accelerating becomes intense.</p><p><br /></p><p>Support the Show</p><p><br /></p><p>• Amazon picks: https://amzn.to/4fUGHEm</p><p>• Amazon picks: https://amzn.to/4pUHt8Q</p><p>• Amazon picks: https://amzn.to/45a4MC9</p><p>• Need a website or app? https://hireawebteam.com</p><p>• Support us on Patreon: https://www.patreon.com/c/StageZeroNews?view_as=patron&vanity=StageZeroNews</p><p>• Subscribe on Supercast: https://clubelon.supercast.com/</p><p><br /></p><p>Disclosure: Amazon links may earn a commission from qualifying purchases.</p>

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