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AMD’s Q1 call struck a cautiously optimistic tone. Strong execution in Client and CPU gives the company breathing room as it navigates GPU export headwinds and ramps toward its next inflection point with MI350 and MI400. The Q&A focused less on surprises and more on timing, share gains, and the cred
Read →Key Takeaways The Narrative is clearly shifting as concerns the AI product roadmap is weaker than expected AMD’s datacenter GPU business faces a muted growth outlook in 1H25, with revenue expected to be flat versus 2H24 ($5.1B total in 2024). While management expects acceleration in 2H25 with the MI
Read →Today, AMD announced they are acquiring ZT Systems for $4.9 billion. This move is highly strategic, as AMD looks to go from full stack to full rack as the basis of competition in the AI server market continues to change and a much more vertical approach than ever is needed. Key Takeaways AMD has an
Read →AMD’s performance reflects its strategic emphasis on high-performance computing, particularly in AI and data center markets. The company has raised its forecast for data center GPU revenue, projecting over $4.5 billion for the year. This upward revision suggests AMD’s increasing confidence in its AI
Read →At AMD’s Tech Day in Los Angeles last week, the company unveiled its latest salvo in the increasingly competitive laptop processor market with the announcement of the Ryzen AI 300 Series. These new chips aim to challenge the efficiency and AI capabilities that have made ARM-based processors from App
Read →At Computex 2024, AMD painted a comprehensive vision for the future of AI computing, addressing everything from the cloud to the edge. The company’s rapid pace of innovation across CPUs, GPUs, AI accelerators and adaptive computing shows no signs of slowing down. By moving to an annual cadence of In
Read →Yesterday, AMD held an event launching a range of new products focused on AI as the event was themed Advancing AI. Key Takeaways increased its AI Accelerator TAM outlook to $400B+ in 2027 (up from $150B) driven by a faster pace of AI infrastructure buildout MI300X Official Launch with detailed specs
Read →The recent report from Reuters about Nvidia looking to make a push with an Arm PC chip has been a long time coming. We have known about Nvidia’s interests in this space for several years as a part of a broader CPU roadmap on Arm moving from data center to PC. The report also highlights…
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