That includes GPUs though.AMD's DC revenue has more than double compared to last year.
Unless Intel's DC revenue increases a lot, AMD will for the first time surpass Intel's DC revenue, another blow for Intel
People keep expecting AMD to magically become Nvidia and they keep proving that they're not. Although their gains relatively to S&P 500 haven't been great YTD even before this ~-7% overreaction (still ~70% from a year ago, although they've been -20% since march).It's not surprising but every time AMD has an earnings report, even if it was at the expectation, their stock drops after hours.
That includes GPUs though.
I think Intel includes GPU revenue in the DC segment as well...That includes GPUs though.
People keep expecting AMD to magically become Nvidia and they keep proving that they're not. Although their gains relatively to S&P 500 haven't been great YTD even before this ~-7% overreaction (still ~70% from a year ago, although they've been -20% since march).
Either Lenovo bought all Strixes or AMD is lying by referencing Zen 5. Desktop Zen 5 has been nonexistent. Strix is not really available. So it is Zen <5 or some OEMs are hoarding.Client segment revenue was $1.9 billion, up 29% year-over-year and 26% sequentially primarily driven by strong demand for “Zen 5” AMD Ryzen™ processors.
I really "love" your constant negativism toward AMD and I do not recall anything similar in relation to Intel, quite obviously you are biased.Either Lenovo bought all Strixes or AMD is lying by referencing Zen 5. Desktop Zen 5 has been nonexistent. Strix is not really available. So it is Zen <5 or some OEMs are hoarding.
The gaming segment is sad since both consoles suck and both Navi 3 and 4 seems to disappoint.
Which is actually fine since the current AI craze is eating into traditional server budgets. By including GPUs the focus on total available server budgets remains, just the balance between CPUs and GPUs is likely going to change depending on what's deemed more important at a given time.That includes GPUs though.
Lol...Strix is not really available.
Yes of course it is, just that the comparison was vs IntelWhich is actually fine since the current AI craze is eating into traditional server budgets. By including GPUs the focus on total available server budgets remains, just the balance between CPUs and GPUs is likely going to change depending on what's deemed more important at a given time.
Let's be serious now...I think Intel includes GPU revenue in the DC segment as well...
Neither console vendor has any games this year and AMD has no interesting dGFX offerings until N48 launch.
Either Lenovo bought all Strixes or AMD is lying by referencing Zen 5. Desktop Zen 5 has been nonexistent. Strix is not really available. So it is Zen <5 or some OEMs are hoarding.
1). If what you meant was Zen5 is still being outsold by older chips, then say that. Strix point has been "readily available" for a while.The context...
2). AMD makes money when they sell chips to OEMs. And even if AMD is shipping older chips more than strix point, the quote says that the growth was driven by Zen5, which is totally believable.
Strix is too expensive to really sell much. That's where Phoenix/Hawk comes in.
Can't do that with any AMD product other than Strix either, if we go by Copilot+ requirements.IOW OEMs are desperate to show "Investors" they are selling more AI PCs. Can't do that with Raptor Lake.
datacenter GPU ~1.5 billion
datacenter CPU ~2.0 billion
It's closer to a 50/50 split.
Strix is too expensive to really sell much. That's where Phoenix/Hawk comes in.
IOW OEMs are desperate to show "Investors" they are selling more AI PCs. Can't do that with Raptor Lake.
I think that's what they predicted for Q4.
Hmm, that implies Epyc is not making any gainsNo, Lisa gave a little more insight in the call, it was nearly 50/50 in Q3.
No, Lisa gave a little more insight in the call, it was nearly 50/50 in Q3.
It >implies CPU capex is flat or shrinking.Hmm, that implies Epyc is not making any gains
Hmm, interesting, maybe I misunderstood.
Hmm, that implies Epyc is not making any gains
It >implies CPU capex is flat or shrinking.
Probably slight gains in terms of revenue, better gains in terms of share for the quarter.
That would imply Intel not doing very well in datacenter this quarter.