AMD says that the following large data centers, the AMD instinct MI350 series, was previously announced than originally announced.
During the fourth quarter of the corporate of the corporate on Tuesday, AMD CEO Lisa SU, AMD plans to speed up the MI350 on this quarter with “lead customers” and “speed up” the production deliveries to “middle of the 12 months”.
“So we had previously stated that we thought we might start within the second half of (2025) (the Mi350),” said Su. “And frankly, the looks is healthier than expected, and there’s a really strong customer demand, so that we are going to actually move this production ramp into the center of the 12 months, which improves our relative competitiveness.”
The sales of AMD's data center is faded in comparison with competing Nvidia's, which usually put tens of billions within the shade within the shade per quarter. But AMD won the bottom last 12 months and won and keep customers resembling Meta, Microsoft and IBM.
AMD says that AMD -Ininstinkt chips sales reached over 5 billion US dollars in 2024, and the corporate expects its 2025 data center segment to extend “double digits” in 2025. Last 12 months, the sales of the info center made around half (3.9 billion US dollars) of the full sales of AMD. (7.1 billion US dollars), the corporate reported on Tuesday.
“I consider that the demand for AI calculation is powerful,” Su continued. “(Mi350) will likely be a catalyst for the GPU business of the info center (…). We will see (the info center) business business at ten billion if we undergo the following few years.”
Investors generally appeared to be satisfied with the outcomes of the fourth place within the fourth quarter. The company's share increased by 4.58%on the time of publication.