AMD revenue soars on Data Center strength

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

Andy Patrizio

AMD’s client sales rebound, and server sales do exceptionally well, while embedded in gaming suffers in Q4 2023. What do we think? The differences between Intel’s and AMD’s earnings calls couldn’t be more contrasting. Everything Intel didn’t talk about—namely, data center and GPU sales—was all AMD could talk about. CEO Dr. Lisa Su opened the earnings call with Wall Street analysts by talking at length about the data center and spoke of how the Instinct launch has become “the fastest revenue ramp of any product in our history.” And, the numbers back it up. AMD’s data center business grew 52%

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