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• #8928 S_x96x_S addikt

  Új Válasz 2023-08-12 09:09:11 #8928

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  S_x96x_S

  addikt

  (mégegy Q2 ; néha nem árt újraolvasni egy másfajta tálalást .. )

  "AMD FEELS THE SERVER RECESSION, TOO, BUT GROWTH IS LOOMING LARGE"
  https://www.nextplatform.com/2023/08/11/amd-feels-the-server-recession-too-but-growth-is-looming-large/

  "
  On a call with Wall Street analysts, chief executive officer Lisa Su said that AMD was on track to launch and deliver the MI300A hybrid GPU-GPU engines and the MI300X standalone GPUs in the fourth quarter and touted the fact that Amazon Web Services, Microsoft Azure, Oracle Cloud, and Alibaba Cloud had all launched instances based on the Genoa CPUs. There are over 30 instances based on Genoa worldwide, and all told, there are 670 instances worldwide powered by AMD CPUs and by the end of the year the company projects there will be nearly 900 – with the bulk of those new instances being powered by Genoa chips. Revenues from the Genoa CPUs doubled sequentially from Q1 to Q2, and the addition of “Bergamo” and “Genoa-X” variants will help drive sales further, and the “Sienna” Epyc CPU for hyperscalers will launch later this quarter and join the mix. Su added that AMD expects sequential growth in the double digits – which obviously can be anywhere from 10 percent to 99 percent growth, so that is a pretty wide bracket – in Q3."

  "AMD’s prognostications are for AI accelerators to drive over $150 billion in revenues across the IT industry by 2027, and AMD is increasing its research, development, and go-to-market spending to try to capture a larger piece of this pie."

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