Data Center – Jon Peddie Research

AMD beats analyst consensus

Sales and profits up in a seasonally down quarter.

Data center GPUs were up an average of 14% from last quarter.

Revenue in the fourth fiscal quarter rose 78% and 114% for the full fiscal year.

And announced seven new products.

And yet it’s called ‘a’ GPU.

Data center operators are throwing money today at AI infrastructure—that will stop.

Nvidia is all in, in Taiwan.

Revenue rose 265% over the prior year to $22.3 billion, and that’s with the loss of sales to China.

Epyc and Instinct are the stars of the show, while Ryzen has a good Christmas .

The client business fared much better than the server business, which continues to languish.

Q4 2023 expected to grow but not as much as analysts predicted.

Sales and income exceeded projections but given what they have on the market, sales should have been much higher.