AMD's revenue from AI products for datacenters decreased due to the US export ban on GPUs to China. Overall, the company reported $7.7 billion in revenue, marking a 32 percent year-on-year increase, with a net income of $872 million, a 229 percent jump. Datacenter sales rose 14 percent to $3.2 billion, led by EPYC processors. The ban cost AMD about $800 million, affecting gross margins. Although the ban posed challenges, AMD expressed satisfaction in sales momentum, especially for EPYC and Ryzen CPUs. Production of MI350 accelerators began ahead of schedule, indicating strong future potential.
CEO Lisa Su pointed to record sales for EPYC and Ryzen CPUs. "We saw robust demand across our EPYC portfolio to power cloud and enterprise workloads and increasingly for emerging AI use cases," she said.
While the Trump administration has signalled it will allow AMD to resume sales of the Instinct MI308 to China, the company decided not to forecast any revenue from the part in this quarter.
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