2 billion US dollars! AMD Su Zifeng: Data Center GPU Business Will Grow Strongly Next Year
胡胡胡美丽_ss
发表于 2023-11-1 12:13:09
279
0
0
The third quarter performance report released by global chip giant AMD on Tuesday (October 31) showed that its quarterly revenue exceeded analysts' expectations, but its revenue guidance for the fourth quarter fell short of market expectations.
In the quarter ended September, AMD's adjusted earnings per share were 70 cents, higher than the expected 68 cents; The revenue is 5.8 billion US dollars, a year-on-year increase of 4%, and is expected to be 5.7 billion US dollars.
Meanwhile, AMD expects fourth quarter sales to be approximately $6.1 billion, while analysts expect revenue to be $6.37 billion.
In post market trading, the stock initially fell by about 4%, but after the company made optimistic predictions about its artificial intelligence chip business, the stock subsequently rebounded.
Potential of $2 billion
AMD is one of the few chip manufacturers capable of producing high-end graphics processing units (GPUs), and the market is currently dominated by NVIDIA. GPUs are mainly used for training and deploying generative artificial intelligence models, and the popularity of artificial intelligence has also driven the GPU market this year.
The AMD data center division, which includes server processor CPUs and artificial intelligence chip GPUs, had sales of $1.6 billion in the third quarter, unchanged from the same period last year. AMD expects strong growth in its data center business in the fourth quarter.
AMD CEO Su Zifeng said on the earnings conference call, "We now expect data center GPU revenue to reach approximately $400 million in the fourth quarter and exceed $2 billion by 2024
AMD also mentioned in its performance report that its upcoming artificial intelligence chips MI300A and MI300X will be mass-produced this quarter.
We hope to become an important participant in this market, "said Su Zifeng
During the conference call, Su Zifeng also mentioned its improvements in the enterprise artificial intelligence software suite.
She pointed out, "We have all seen an increase in the workload of generative artificial intelligence, and the fact is that there is still a long way to go before people can truly apply it to enterprise business productivity
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
猜你喜欢
- Will Tesla FSD enter China next year? Still awaiting regulatory approval
- Tesla Plan: Launch Next Year
- Tesla plans to launch FSD in China in the first quarter of next year
- The iPhone 16 will ignite a wave of phone swapping! Wedbush: Apple's market value is expected to reach $4 trillion next year
- Apple is also developing a new foldable iPhone with a foldable screen, which may be unveiled as early as next year
- Will there be an oversupply of HBM next year? Institutional warning: Half of the production capacity cannot be sold
- Major changes! NVIDIA AI servers are expected to adopt slot design for the first time next year
- Google invests another $3.3 billion to expand data centers in South Carolina
- OpenAI's senior management changes have sparked heated discussions. CFO claims that the company's strong position remains unshaken
- Apple Vision Pro 2 is expected to be mass-produced next year, with "AI+spatial computing" becoming the biggest selling point?
-
9月が終わり、映画・テレビ業界が暗躍している。最近、愛奇芸の創始者でCEOのGONG宇氏は、映画・テレビ業界が長短の変化、AIの変化、中国映画・テレビドラマの海外進出の変化の3つの変化を経験していると発表した。 ...
- 寒郁轩良
- 昨天 14:17
- 支持
- 反对
- 回复
- 收藏
-
8月のトヨタ自動車(ダイハツ自動車と日野自動車を除く、レクサスを含む)の世界生産台数は前年同月比11.2%減の709571台、世界販売台数は前年同月比3.1%減の826863台だった。 日本本土市場では、トヨタ自動車の8月 ...
- SOGO
- 3 天前
- 支持
- 反对
- 回复
- 收藏
-
ネットワーク状況監視サイトDownDetectorによると、オーディオストリーミングプラットフォームSpotifyは日曜日に約3時間にわたる障害を経験した後、正常に回復し、ピーク時には米国の4万人以上のユーザーに影響を与 ...
- hecgdge4
- 昨天 09:33
- 支持
- 反对
- 回复
- 收藏
-
百済神州(688235.SH)はA株の有名な革新薬企業で、2017-2024年上半期、同社の各期の研究開発投資はA株の化学製薬会社(申万二級)の中で最も高く、研究開発費用は合計600億元を超えた。 しかし、百済神州にとって ...
- wylz8473
- 前天 18:36
- 支持
- 反对
- 回复
- 收藏