While everyone else is ramping up their data centers, AMD expect data center revenue to be down 7% sequentially in the first quarter. This is likely due to the availability of Nvidia's Blackwell chips.
They expect the second half of the year will be stronger than the first half, and we think the 350 series will be a driver. But the fact is that AMD are behind the game, that's why they have to wait until H2 for growth to kick in from MI350 rather than expecting it now.
They sa...