Unlike previous years, nearly half of AMD's sales come from data center products, with Instinct MI300X GPUs expected to generate over $4.5 billion in revenue this year.
The AI focus continues as AMD plans to release new AI chips annually, with the upcoming MI325X in Q4 2024 and potential models like MI350 in 2025 and M1400 in 2026.
AMD's rapid growth in the data center sector poses a challenge to Nvidia, with the Instinct MI300X outperforming competitors in floating-point performance, memory bandwidth, and capacity.
CEO Dr. Lisa Su highlights the company's strong revenue growth in the Data Center segment, driven by demand for Instinct, EPYC, and Ryzen processors, as AMD capitalizes on the expanding generative AI market.
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