AMD CEO Lisa Su announced during the Q3 2024 earnings call, "We are on track to launch the first RDNA4 GPUs in early 2025," marking a significant development for the gaming sector as it's the first public confirmation of this launch. This news adds excitement to the upcoming CES 2025 where AMD is expected to showcase new GPUs alongside other anticipated products.
Commenting on the gaming revenue outlook, Su stated, "Gaming only accounts for two percent of the company's revenue, while data center is now well over half of the company's business," emphasizing the shift in focus from gaming to AI solutions. This strategic pivot indicates a long-term commitment to lead in AI technologies.
Regarding the performance of the new RDNA4 architecture, Su highlighted that it will feature "significantly higher ray tracing performance and adds new AI capabilities," setting the stage for advanced graphics processing to enhance gaming experiences, although AMD may not directly compete with high-end Nvidia GPUs.
AMD's future plans reflect a broader vision as Su mentioned, "After spending 10 years turning AMD around, my next task is to make AMD the end-to-end AI leader," showcasing the company's evolution from gaming to AI, which will influence its future product roadmap.
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