Gaming revenue is mostly down due to the console cycle, GPU revenue is pretty flat.
The datacenter revenue is amazing, but the question is how much of that is due to Zen 4 Epyc, and how much of that is due to the AI bubble. I think they said ~$1B of revenue was in MI300 AI-market GPUs. So probably only about $500M or so growth in Epyc CPUs.
For gamers? I think this quarterly report shows that AMD is getting more and more popular in the DIY CPU space, which will be made extremely clear after the Intel earnings call tomorrow.
Chiplets are a blessing and a curse, on one hand the ultra high end got a lot more affordable on the other AMD using Desktop chiplets in the entire stack also means less of an incentive to sell low-end budget CPU’s at low margin
Gaming revenue is mostly down due to the console cycle, GPU revenue is pretty flat.
The datacenter revenue is amazing, but the question is how much of that is due to Zen 4 Epyc, and how much of that is due to the AI bubble. I think they said ~$1B of revenue was in MI300 AI-market GPUs. So probably only about $500M or so growth in Epyc CPUs.
For gamers? I think this quarterly report shows that AMD is getting more and more popular in the DIY CPU space, which will be made extremely clear after the Intel earnings call tomorrow.
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AMD saw what Nvidia was doing and said “I can do that too!” Then proceeded to make overpriced video cards that don’t perform that well.
Chiplets are a blessing and a curse, on one hand the ultra high end got a lot more affordable on the other AMD using Desktop chiplets in the entire stack also means less of an incentive to sell low-end budget CPU’s at low margin
Very clear now that AMD will be dominant in the gaming CPU space going forward after Intel’s earnings call