AMD's AI Data Center Business Booms: CEO Says It's 'Closed A Good Part Of That Gap' With Nvidia
AMD's AI Data Center Business Booms: CEO Says It's 'Closed A Good Part Of That Gap' With Nvidia
Advanced Micro Devices, Inc. (NASDAQ:AMD) CEO Lisa Su provided a deeper look into the future of AMD's data center AI business during the company's earnings call on Tuesday and shared her view on competition in the market.
Advanced Micro Devices, Inc.(納斯達克股票代碼:AMD)首席執行官蘇麗莎在週二的業績電話會議上對AMD數據中心人工智能業務的未來進行了更深入的探討,並分享了她對市場競爭的看法。
The Details: AMD reported strong growth in its Data Center segment operating income which more than tripled compared to the prior year and accounted for 52% of total revenue in the third quarter.
詳情:AMD報告稱,其數據中心板塊的營業收入強勁增長,與去年同期相比增長了三倍多,佔第三季度總收入的52%。
On the company's post-earnings conference call, Su highlighted partnerships with major AI players Meta, Microsoft, Oracle and others and projected sales to exceed $5 billion for the year. Su attributed the growth to the ramp of AI data center GPU revenue "as MI300X adoption expanded with cloud, OEM, and AI customers."
在公司的財後電話會議上,蘇強調了與主要人工智能參與者Meta、微軟、甲骨文和其他公司的合作伙伴關係,預計今年的銷售額將超過50億美元。蘇將這一增長歸因於人工智能數據中心 GPU 收入的增加,「因爲雲端、OEM 和人工智能客戶越來越多地採用了 MI300X」。
"Look, we've been extremely pleased with the progress there. I think the market environment has certainly gotten better over the last couple of quarters," Su said.
「看,我們對那裏的進展感到非常滿意。我認爲在過去的幾個季度中,市場環境肯定有所改善,」 蘇說。
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The CEO also sees room for even more growth in the company's Data Center AI business and the size of the total addressable market (TAM).
首席執行官還認爲,公司的數據中心人工智能業務和總潛在市場(TAM)的規模還有進一步增長的空間。
"In the Data Center alone, we expect the AI accelerator TAM will grow at more than 60% annually to $500 billion in 2028. To put that in context, this is roughly equivalent to annual sales for the entire semiconductor industry in 2023," Su said.
「僅在數據中心,我們預計人工智能加速器TaM將在2028年以每年60%以上的速度增長至5000億美元。從上下文來看,這大致相當於2023年整個半導體行業的年銷售額,」 蘇說。
The AMD CEO sees the company's roadmap strengthening over time and "closing the gap" with chip giant Nvidia Corp. (NASDAQ:NVDA).
AMD首席執行官認爲,隨着時間的推移,該公司的路線圖將得到加強,並且 「縮小了與芯片巨頭英偉達公司(納斯達克股票代碼:NVDA)的差距」。
"We have, with our accelerated road map, actually closed a good part of that gap. I think MI325 is a great product. It's going to compete very well with H200, and the MI350 series will compete very well with Blackwell," Su said on the conference call.
「通過加快路線圖,我們實際上已經縮小了這一差距的很大一部分。我認爲 MI325 是一款很棒的產品。它將與H200競爭非常激烈,MI350 系列將與布萊克韋爾競爭,」 蘇在電話會議上說。
She highlighted the spectrum of AI use cases and emphasized that there are "lots of opportunities across the set of AI workloads." Su also pointed to AMD's portfolio advantage from a data center retrofit standpoint because the infrastructure is the same and customers can update easily.
她重點介紹了人工智能用例的範圍,並強調 「人工智能工作負載中存在很多機會」。蘇還指出,從數據中心改造的角度來看,AMD的產品組合優勢,因爲基礎架構相同,客戶可以輕鬆更新。
"What I will say is customers are very, very open to AMD. And we see that everywhere we go, everyone is giving us a very fair shot at earning their business, and that's what we intend to do," Su said.
「我要說的是,客戶對AMD非常非常開放。而且我們看到,無論走到哪裏,每個人都在給我們一個非常公平的賺錢機會,而這正是我們打算做的,」 蘇說。
AMD Price Action: According to Benzinga Pro, Advanced Micro Devices shares ended Wednesday's session 10.6% lower at $148.60.
AMD價格走勢:根據Benzinga Pro的數據,Advanced Micro Devices股價週三收盤下跌10.6%,至148.60美元。
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