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Components & Peripherals News

AMD CEO On EPYC Momentum, Xilinx Gambit And Gaming GPUs

Shane Snider

The Santa Clara, Calif. chipmaker brings data center heat and beats second quarter estimates, but warns a cooldown is coming.

Shooting for the stars in the data center

AMD’s data center business popped in the second quarter, surging 83 percent year over year to $1.5 billion with strong sales of its new EPYC processors, a line of speedy x86 CPU processors that pose a direct threat to Intel’s x86 data center dominance.

“The data center business has grown very nicely for us,” Su said. “We’re pleased with the segment growth both on a year-over-year as well as a sequential basis… The cloud business continued to be very strong. We’re continuing to ramp new cloud instances and workloads with Milan. And we see that continuing into the second half of the year… We are a larger piece of the market, but we are still underrepresented (in the data center). And the visibility with our customers – especially our large cloud customers – through the second half of this year and into next year is very good.”

 

 
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