Recent content by Vattila

Discussion AMD 2024-Q4 Earnings

AMD currently has four business segments: Data Centre (EPYC server CPU, Instinct server GPU and APU) Client (Ryzen Threadripper workstation CPU, Ryzen mobile and desktop CPU and APU) Gaming (PlayStation and XBox console contracts, discrete Radeon GPU) Embedded (edge, industrial, military and...
- Vattila
- Post #13
- Feb 3, 2025
- Forum: CPUs and Overclocking
Discussion AMD 2024-Q4 Earnings

AMD 2024-Q4 EPS Contest (non-GAAP) Rank User EPS Revenue Outlook - Actual $1.09 $7.66B $7.10B - Zacks Estimate $1.07 $7.52B $7.01B 1 Joe NYC $1.11 $7.85B $7.00B 2 Vattila $1.13 $7.80B $8.30B - Bing Copilot $1.05 $7.30B $7.20B 3 Tarkin77 $1.14 $7.90B $8.10B...
- Vattila
- Post #7
- Jan 31, 2025
- Forum: CPUs and Overclocking
Discussion AMD 2024-Q4 Earnings

He is right to point out that AMD's data centre GPU gross margin has been less than corporate average (ref. CFO Jean Hu statements), but I think he's wrong to presume that this will continue to be the case in the long run. Competition will be fierce, but if AMD can continue to grow share, higher...
- Vattila
- Post #6
- Jan 29, 2025
- Forum: CPUs and Overclocking
Discussion AMD 2024-Q4 Earnings

Hi, the next AMD earnings report is getting close, and it is time to consider the numbers again. Intuitively, I think there is a good chance that the Q4 results will be pretty good. Barring any unforeseen stall in sales somewhere, and just modelling continued 24% quarter-on-quarter growth in...
- Vattila
- Thread
- Jan 11, 2025
- amd
- Replies: 51
- Forum: CPUs and Overclocking
News AMD 3Q24 Earnings Results

Point taken. While my post focuses on operating margins, it greatly exaggerates my actual focus on margins when thinking about my AMD investment. It was just top of my mind when updating my spreadsheets. It is interesting and enlightening to see where the money is generated and to what extent...
- Vattila
- Post #79
- Nov 2, 2024
- Forum: CPUs and Overclocking
News AMD 3Q24 Earnings Results

Consumers without money, maybe. Those with money love buying premium, often just for the status.
- Vattila
- Post #67
- Nov 1, 2024
- Forum: CPUs and Overclocking
News AMD 3Q24 Earnings Results

It was disappointing that the outlook fell below market expectations. On the other hand, even with the lower outlook and associated growth projection, AMD valuation is low compared to all-time-high — even compared to the 2021-11-30 intraday high ($164.46), which was well before the completion...
- Vattila
- Post #65
- Nov 1, 2024
- Forum: CPUs and Overclocking
Speculation: SYCL will replace CUDA

A brief conversation with 4sysops AI --- "the best model for IT" --- about SYCL and AI: Me: What is SYCL lacking to become an alternative to CUDA in the AI field? 4sysops AI: SYCL, a high-level programming model based on C++ designed for heterogeneous computing, is an integral part of Intel's...
- Vattila
- Post #101
- Oct 10, 2024
- Forum: Programming
Speculation: SYCL will replace CUDA

Since the AI revolution, the so-called CUDA moat, and how to overcome it, has been even more on my mind. The "CUDA moat" is significant due to the extensive legacy code spanning many use cases in HPC and AI. There must be millions of lines of CUDA code out there. Much of this code, written by...
- Vattila
- Post #100
- Oct 9, 2024
- Forum: Programming
News AMD 2Q24 Financial Results

Nice report — I'm celebrating! Notably, at $743M the Data Centre operating income was for the first time larger than what AMD has ever achieved in the Client segment. The Client income peaked at $692M in 2022-Q1, and has since then utterly collapsed, to just $89M this quarter (up just a little...
- Vattila
- Post #23
- Jul 30, 2024
- Forum: CPUs and Overclocking
News AMD 1Q2024 Earnings

While we wait for 2024-Q2 results, here are my segment estimates, assuming they hit the midpoint of their guidance ($5.7B ± 0.3B): OneDrive Any expectation they'll do better or worse?
- Vattila
- Post #116
- Jul 27, 2024
- Forum: CPUs and Overclocking
Discussion RDNA4 + CDNA3 Architectures Thread

It will be interesting to see what they can bring to market, and whether the design allows them to scale up beyond what Nvidia can do with monolithic designs (assuming they are not on similar chiplet designs already). Noteworthy, like in MI300, hybrid bonding between GPU chiplets on top of...
- Vattila
- Post #3,413
- Jun 15, 2024
- Forum: Graphics Cards
Discussion RDNA4 + CDNA3 Architectures Thread

Looks impressive and promising. I note that the authors are AMD superstars and Corporate Fellows Sam Naffziger and Michael Mantor, with colleagues Mark Fowler and Mark Leather. It seems they have cracked the scaling problem beyond reticle size. "A graphics processing unit (GPU) of a processing...
- Vattila
- Post #3,411
- Jun 15, 2024
- Forum: Graphics Cards
Discussion Zen 5 Speculation (EPYC Turin and Strix Point/Granite Ridge - Ryzen 9000)

First EPYC "Turin" ("Zen 5") supercomputer win: "The procurement competition to secure Norway's next supercomputer has now been conducted. Hewlett-Packard Norge AS (HPE) won the competition and has consequently been awarded the contract, which has a value of 225 million NOK [USD ~20M]. This...
- Vattila
- Post #11,661
- May 29, 2024
- Forum: CPUs and Overclocking
Discussion RDNA4 + CDNA3 Architectures Thread

AMD announced yesterday that "Microsoft is using VMs powered by AMD Instinct MI300X and ROCm software to achieve leading price/performance for GPT workloads". By the way, Microsoft Azure's November 2023 Eagle system, based on 14400 Nvidia H100 GPUs, ranks #3 on the Top500 supercomputer list...
- Vattila
- Post #2,917
- May 22, 2024
- Forum: Graphics Cards

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