Research Archive
AMD Earnings – Parsing the Q&A: Momentum, AI Ramp Timing, and the Road to Rack-Scale
AMD’s Q1 call struck a cautiously optimistic tone. Strong execution in Client and CPU gives the company breathing room as it navigates GPU export headwinds and ramps toward its next inflection point with MI350 and MI400. The Q&A focused less on surprises and more on timing, share gains, and the credibility of AMD’s longer-term AI…
AMD Q424 Earnings – What’s Going on With AMD?
Key Takeaways The Narrative is clearly shifting as concerns the AI product roadmap is weaker than expected AMD’s datacenter GPU business faces a muted growth outlook in 1H25, with revenue expected to be flat versus 2H24 ($5.1B total in 2024). While management expects acceleration in 2H25 with the MI350 launch, this more backend-loaded growth profile…
AMD Acquires ZT Systems and Goes Full Stack to Full Rack
Today, AMD announced they are acquiring ZT Systems for $4.9 billion. This move is highly strategic, as AMD looks to go from full stack to full rack as the basis of competition in the AI server market continues to change and a much more vertical approach than ever is needed. Key Takeaways AMD has announced…
AMD Accelerates Growth in AI and Data Center, Beating Expectations in Q2 2024
AMD’s performance reflects its strategic emphasis on high-performance computing, particularly in AI and data center markets. The company has raised its forecast for data center GPU revenue, projecting over $4.5 billion for the year. This upward revision suggests AMD’s increasing confidence in its AI acceleration capabilities and market position. Key Takeaways Strong Q2 performance: Revenue…
AMD Zen 5 Tech Day: X86-citing Times for Laptop AI
At AMD’s Tech Day in Los Angeles last week, the company unveiled its latest salvo in the increasingly competitive laptop processor market with the announcement of the Ryzen AI 300 Series. These new chips aim to challenge the efficiency and AI capabilities that have made ARM-based processors from Apple and Qualcomm increasingly appealing options for…
AMD Computex 2024 Keynote: New AI-Driven CPUs and GPUs for the Future
At Computex 2024, AMD painted a comprehensive vision for the future of AI computing, addressing everything from the cloud to the edge. The company’s rapid pace of innovation across CPUs, GPUs, AI accelerators and adaptive computing shows no signs of slowing down. By moving to an annual cadence of Instinct MI accelerators, AMD is putting…