AMD DC rev was more than I expected. Hoping to see what the ...
AMD DC rev was more than I expected. Hoping to see what the breakdown might be. And the projections might look like. How much of this come from MI300X? If they don’t reflect that - market will fear the worst and tank the stock
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
MAVA OP : DC was the only line item they did well. This revenue was primarily tied to EPYC Processors sales and Oracle selling Exa to Microsoft - which is having a positive impact on AMD. MI300X was low (my opinion) in Dec 2023 - AMD did about 400M and between Jan-March about 600+M - which is low in my opinion. Projecting 4 M for the year and will be back ended. So next quarter will be low as well.