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• #63154 S_x96x_S addikt #36531588 #63150

  Új Válasz 2023-11-21 06:19:20 #63154

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  S_x96x_S

  addikt

  válasz #36531588 #63150 üzenetére

  > amd datacenter bevétele ...
  > az ehhez tartozó 306 millió dollárra csökkent működési bevétellel?
  > Igen, ezekből az látszik eladják az epyc-et.

  Az "Advanced Micro Devices (AMD) Q3 2023 Earnings Call Transcript" -ban
  elmagyarázzák az okokat .. és aztán a befektetők döntenek, hogy mit hisznek el belőle.
  amúgy a "data center" már nem csak az Epyc -ből áll.
  és a "Data Center GPU" ( ~ MI300 ) is kezd beindulni.

  "Starting with the Data Center segment, revenue was $1.6 billion, flat year over year as growth in the EPYC processor sales was offset by a decline in adaptive SoC product sales.
  
  Data Center revenue grew 21% sequentially, primarily driven by strong sales of our fourth-generation EPYC processors to both cloud and enterprise customers. Data Center segment operating income was $306 million or 19% of revenue compared to $505 million or 31% a year ago. Lower operating income was primarily due to increased R&D investment to support future AI revenue growth and product mix. Client segment revenue was $1.5 billion, up 42% year over year, primarily driven by higher sales of Ryzen mobile processors."
  
  """
  In cloud, while the demand environment remained mixed in the quarter, EPYC CPU revenue grew by a strong double-digit percentage sequentially as hyperscalers expanded deployments of EPYC processors to power their internal workloads and public instances while optimizing their infrastructure spend. Nearly 100 new AMD-powered cloud instances launched in the quarter from Amazon, Google, Microsoft, Oracle, Tencent, and others, including multiple general instances that deliver leadership performance for general purpose, HPC, bare metal, and memory-optimized workloads. In enterprise, while overall demand remains soft, we are seeing strong indications that the significant performance and TCO advantages of Genoa and our expanded go-to-market investments are paying off as enterprise revenue grew by a double-digit percentage sequentially. We closed multiple new wins with leading automotive, aerospace, financial services, pharmaceutical, and technology customers, and the number of enterprise customers actively testing EPYC platforms on-prem increased significantly quarter on quarter.

  We also expanded our fourth-gen EPYC processor portfolio with the launch of our Siena processors that deliver leadership energy efficiency and performance for intelligent edge and telco applications. Dell, Lenovo, Super Micro, and others launched new platforms that expand our EPYC CPU TAM to address telco, retail, and manufacturing applications. With the launch of Siena, we now offer the industry's most performant and most energy-efficient portfolio of server processors across cloud, enterprise, technical, HPC, and edge computing. I am very pleased with the momentum we have built for our EPYC CPU portfolio.

  We are building on this momentum with our next-gen Turin server processors based on our new Zen 5 core that delivers significant performance and efficiency gains. Turin is in the labs of our top customers and partners now, and customer feedback has been very strong and we're on track to launch in 2024. Looking at our broader Data Center portfolio, we made significant progress in our Data Center GPU business in the third quarter as the multiyear investments we have made in our hardware and software road maps resulted in significant customer traction for our next-generation Instinct MI300 accelerators and particularly our Instinct MI300X GPU that delivers leadership inferencing and training performance. On the hardware side, bring-up and validation of our MI300A and MI300X accelerators continue progressing to plan with performance now meeting or exceeding our expectations.

  Production shipments of Instinct MI300A APUs started earlier this month to support the El Capitan Exascale Supercomputer, and we are on track to begin production shipments of Instinct MI300x GPU accelerators to lead cloud and OEM customers in the coming weeks. On the software side, we further expanded our AI software ecosystem and made great progress enhancing the performance and features of our ROCm software in the quarter. In addition to ROCm being fully integrated into the mainline PyTorch and TensorFlow ecosystems, Hugging Face models are now regularly updated and validated to run on Instinct accelerators and other supported AMD AI hardware. AI start-up, Lamini, announced they achieved software parity with CUDA for LLMs running on Instinct MI250 GPUs, enabling enterprise customers to easily deploy production-ready LLMs fine-tuned for their specific data on Instinct MI250 GPUs with minimal code changes.

  We also strengthened our AI software capabilities with the strategic acquisitions of Mipsology and Nod.ai. Mipsology is a long-standing partner with proven expertise delivering AI software and solutions running on top of our adaptive SoCs for data center, edge, and embedded markets. Nod.ai adds a highly experienced team with a track record of substantial contributions to open-source AI compilers and industry-leading software already used by many of the largest cloud enterprise and AI companies. Nod's compiler-based automation software can significantly accelerate the deployment of highly performant AI models optimized for our Instinct, Ryzen, EPYC, Versal, and Radeon processors.

  Based on the rapid progress we are making with our AI road map execution and purchase commitments from cloud customers, we now expect Data Center GPU revenue to be approximately $400 million in the fourth quarter and exceed $2 billion in 2024 as revenue ramps throughout the year. This growth would make MI300 the fastest product to ramp to $1 billion in sales in AMD history. I look forward to sharing more details on our progress at our December AI event. Turning to our Client segment.
  """

• #63153 Abu85 HÁZIGAZDA #36531588 #63150

  Új Válasz 2023-11-20 22:51:48 #63153

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  Abu85

  HÁZIGAZDA

  válasz #36531588 #63150 üzenetére

  Az AMD Data Center üzletágának bevétele 2022Q3-ban 1,609 milliárd dollár volt. 2023Q3-ban 1,598 milliárd dollár.

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