Andy Patrizio – Page 5 – Jon Peddie Research

All about generative AI

At GTC 2023, the focus on this growing technology was everywhere.

Nvidia announces new AI cards, on-demand DGX services at GTC.

Results are better than expected but lower than last year.

Revenue of $6.05 billion beats estimates, though down 20.8% from last year.

Softness in handset sales has caused Q4 revenue to decline by 11.6% and net income to drop 14.2% Y-Y.

After the initial specs unveiling at CES 2023, AMD provides us with the when and how (much).

After the initial specs unveiling at CES 2023, AMD provides us with the when and how (much).

Sales down 5% YoY, EPS down 10.9%. Mac sales see biggest drop.

Sales down 5% YoY, EPS down 10.9%. Mac sales see biggest drop.

Q4 revenue up 16% on data center sales, profits down 98%, Q1’23 forecast soft.

Sales down, forecast down; Q4 revenue $14.0 billion, down 32% YoY.

Sales down, forecast down; Q4 revenue $14.0 billion, down 32% YoY.