Discussion

• @wallstengine @wallstengine on x

  $AMD has now sold $1 Billion worth of its AI data center GPU, the MI300, since its launch in Q4 2023. [image]

• @momangtrades Angie G on x

  Can we all agree now that $NVDA is the king of chips? But if they have earnings like $AMD and $SMCI, it's not going to be enough to keep these prices

• @zuby_tech @zuby_tech on x

  Microsoft Xbox Hardware Sales Major Decline Hit AMD's Bottom Line Back To Back Quarters -48% YoY Decline! #AMD #XboxSeries #XboxSeriesX #XboxSeriesS #Xbox [image]

• @thetranscript_ @thetranscript_ on x

  $AMD CEO: “This is an incredibly exciting time for the industry as widespread deployment of AI is driving demand for significantly more compute across a broad range of markets. We are executing very well as we ramp our data center business and enable AI capabilities across our...…

• r/NVDA_Stock r on reddit

  AMD gaming revenue falls 48% year-over-year and the stock is down

• @stockmktnewz Evan on x

  $AMD CEO Lisa Su just said AMD increased its estimates for sales of its AI data center chip the MI300 “We now expect data center GPU revenue to exceed $4 billion in 2024, up from the $3.5 billion we guided in January”

• @patrickmoorhead Patrick Moorhead on x

  $AMD announces Q1/24 earnings. Huge YoY increases for both datacenter and PC plus big dropoffs in gaming and embedded. Overall: EPS beat, Revenue small beat, Outlook slightly lower than expected Datacenter an epic🤠80% revenue increase driven by ‘MI300 and Epyc’. 23% Opinc...... […

• @kristinaparts Kristina Partsinevelos on x

  AMD upping its MI300 FY2024 estimates: “Demand continues to strengthen, and based on our expanding customer engagements we now expect data center GPU revenue to exceed $4 billion in 2024, up from the $3.5 billion we guided in January.” Very much expected by the street $AMD