AMD Grabs 33% of Server CPU Market and Prepares for Major Processor Launch: Report
AMD Grabs 33% of Server CPU Market and Prepares for Major Processor Launch: Report
Also Read: Supermicro and AMD Roll Out Multi-Node Servers To Enhance Cloud ComputingAdvanced Micro Devices, Inc (NASDAQ:AMD) claims it holds a 33% share in the server CPU market as it prepares to launch its next-gen "Turin" processors and unveils a GPU roadmap following the MI300 product line, the Register reports.
Register报道，Advanced Micro Devices, Inc（纳斯达克股票代码：AMD）声称其在服务器CPU市场占有33％的份额，因为该公司准备推出下一代 “都灵” 处理器，并公布了遵循 MI300 产品系列的GPU路线图。
During the JP Morgan Global Technology, Media, and Communications conference, Jean Hu, AMD's CFO, highlighted the company's growth in servers, CPUs, and GPUs. The stock is trading higher on Tuesday.
在摩根大通全球科技、媒体和通信会议上，AMD 首席财务官 Jean Hu 强调了该公司在服务器、CPU 和 GPU 方面的增长。该股周二交易走高。
She noted AMD's partnerships, such as with Microsoft Corp (NASDAQ:MSFT) for virtual machine instances running AMD MI300X GPUs in Azure cloud, and AMD's success in achieving strong double-digit growth in server CPUs and desktop/laptop segments.
她指出了AMD的合作伙伴关系，例如与微软公司（纳斯达克股票代码：MSFT）合作开发在Azure云中运行AMD MI300X GPU的虚拟机实例，以及AMD在服务器CPU和台式机/笔记本电脑领域成功实现强劲的两位数增长。
Also Read: Supermicro and AMD Roll Out Multi-Node Servers To Enhance Cloud Computing
另请阅读： Supermicro 和 AMD 推出多节点服务器以增强云计算
Hu emphasized that AMD's strategic focus on power efficiency and cost-effectiveness makes it a compelling choice for enterprises facing power and space constraints. Notable clients like American Express Co (NYSE:AXP), Shell Plc (NYSE:SHEL), and STMicroelectronics N.V. (NYSE:STM) are transitioning to AMD-based infrastructure.
胡强调说，AMD 对能效和成本效益的战略重点使其成为面临电力和空间限制的企业的绝佳选择。美国运通公司（纽约证券交易所代码：AXP）、壳牌公司（纽约证券交易所代码：SHEL）和意法半导体（纽约证券交易所代码：STM）等知名客户正在过渡到基于AMD的基础设施。
Hu announced plans for a next-generation AI PC to launch in the second half of the year, which could significantly refresh the PC market. She also mentioned the potential for AMD to re-enter the Arm Holdings Plc (NASDAQ:ARM) market, leveraging its existing capabilities and IP blocks to meet customer demands.
胡宣布计划在下半年推出下一代人工智能电脑，这可能会极大地刷新个人电脑市场。她还提到，AMD有可能重新进入Arm Holdings Plc（纳斯达克股票代码：ARM）市场，利用其现有能力和知识产权封锁来满足客户需求。
AMD sees long-term growth potential in the embedded processor market, mainly through synergies with Xilinx.
AMD 看到了嵌入式处理器市场的长期增长潜力，主要是通过与 Xilinx 的协同效应。
Hu also highlighted AMD's robust performance in the desktop and laptop markets.
胡还强调了AMD在台式机和笔记本电脑市场的强劲表现。
Analysts expect AMD and peers to drive semiconductor industry optimism after their earnings beat as inventory levels normalize and companies ship closer to consumption levels. However, analysts also cautioned against AMD's MI300 supply constraints, gaming segment weakness and aggressive pricing from Nvidia Corp (NASDAQ:NVDA).
分析师预计，随着库存水平正常化以及各公司出货量接近消费水平，AMD及其同行将在盈利超过后推动半导体行业的乐观情绪。但是，分析师也提醒注意AMD的 MI300 供应限制、游戏领域的疲软以及英伟达公司（纳斯达克股票代码：NVDA）的激进定价。
AMD stock gained 33% in the last 12 months. Investors can gain exposure to the stock via Spear Alpha ETF (NASDAQ:SPRX) and Pacer Funds Pacer Data And Digital Revolution ETF (NYSE:TRFK).
在过去的12个月中，AMD的股票上涨了33％。投资者可以通过Spear Alpha ETF（纳斯达克股票代码：SPRX）和Pacer Funds Pacer Data And Digital Revolution ETF（纽约证券交易所代码：TRFK）获得股票敞口。
Price Actions: AMD shares traded higher by 1.87% at $169.47 premarket at the last check on Tuesday.
价格走势：AMD股价在周二的最后一次盘前交易中上涨1.87％，至169.47美元。
Also Read: AMD Unveils Cost-Effective EPYC 4004 Series CPUs For Small Businesses and IT Providers
另请阅读： AMD 为小型企业和 IT 提供商推出经济实惠的 EPYC 4004 系列 CPU
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免责声明： 该内容部分是在人工智能工具的帮助下制作的，并由Benzinga编辑审阅和发布。
Photo courtesy of AMD
照片由 AMD 提供
