Constellation Research CEO R ‘Ray’ Wang Talks Data Center Growth After AMD Reports Earnings

What happened: Constellation Research CEO R "Ray" Wang discussed AI infrastructure, data center growth, semiconductor competition, and hyperscaler spending in an NYSE Live interview following AMD's earnings report. Why it matters: Wang said data center development faces regulatory and community hurdles, and argued AMD's competitive position has strengthened through its EPYC and Instinct product families. Market: +6.8% today ($352.88), +30.5% YTD, 0.9x vol — as of 17:33 UTC Verified: Q3_2026 (Nov 2) EPS $2.10 vs $2.90 est, -27.7% miss; next print ~Feb 1 Coverage: 6 outlets in 24h

Constellation Research CEO R "Ray" Wang discussed AI infrastructure, data center growth, semiconductor competition, and hyperscaler spending in an NYSE Live interview following AMD's earnings report.

Wang said data center development faces regulatory and community hurdles, and argued AMD's competitive position has strengthened through its EPYC and Instinct product families. Market: +6.8% today ($352.88), +30.5% YTD, 0.9x vol — as of 17:33 UTC Verified: Q3_2026 (Nov 2) EPS $2.10 vs $2.90 est, -27.7% miss; next print ~Feb 1