AMD｜真正開始加速的是資料中心
AMD 這次財報，我覺得真正的重點還是在資料中心。
Second-quarter revenue reached $11.5 billion, up 50% year over year, setting a new record. Data center revenue alone came in at $6.7 billion, up 107% year over year, accounting for about 58% of total revenue. The main drivers are continued strong demand for EPYC CPUs and Instinct AI GPUs.
The outlook going forward is also crucial. AMD projects third-quarter revenue of about $13 billion. In the second half, the data center business is still expected to keep accelerating. In addition to EPYC, Instinct and Helios rack-scale AI systems will gradually ramp up in volume.
In short, AMD’s current question isn’t whether it can capture AI demand—it’s how much data center market share it can ultimately take from NVIDIA.
Do you think this AI-driven data center growth cycle for AMD really has the potential to clearly threaten NVIDIA?
The content above is only based on personal research results and sharing of viewpoints. Feel free to discuss rationally; it does not constitute any investment advice. Investing involves risks—please assess on your own and make prudent decisions.
#超微预告营收超预期股价盘后涨9%
AMD 這次財報，我覺得真正的重點還是在資料中心。
Second-quarter revenue reached $11.5 billion, up 50% year over year, setting a new record. Data center revenue alone came in at $6.7 billion, up 107% year over year, accounting for about 58% of total revenue. The main drivers are continued strong demand for EPYC CPUs and Instinct AI GPUs.
The outlook going forward is also crucial. AMD projects third-quarter revenue of about $13 billion. In the second half, the data center business is still expected to keep accelerating. In addition to EPYC, Instinct and Helios rack-scale AI systems will gradually ramp up in volume.
In short, AMD’s current question isn’t whether it can capture AI demand—it’s how much data center market share it can ultimately take from NVIDIA.
Do you think this AI-driven data center growth cycle for AMD really has the potential to clearly threaten NVIDIA?
The content above is only based on personal research results and sharing of viewpoints. Feel free to discuss rationally; it does not constitute any investment advice. Investing involves risks—please assess on your own and make prudent decisions.
#超微预告营收超预期股价盘后涨9%