TechWatch

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%
...

Enjoy full access with a TechWatch subscription!

TechWatch is the front line of JPR information gathering service, comprising current stories of interest to the graphics industry spanning the core areas of graphics hardware and software, workstations, gaming, and design.

A subscription to TechWatch includes 4 hours of consulting time to be used over the course of the subscription.

Already a subscriber? Login below

This content is restricted

Subscribe to TechWatch