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The Instinct MI300, introduced in November 2023, represents AMD's first truly competitive GPU for AI inferencing and training workloads. Despite its relatively recent launch, the MI300 has quickly ...
The chip maker’s new MI350 series AI accelerators are competitive with Nvidia’s Blackwell AI platform, according to HSBC — ...
AMD's new Instinct MI300X AI GPUs are inside of LaminiAI LLM Pods, with 8 x Instinct MI300X pod NVIDIA projected to make $130 billion from AI GPUs in 2026, which is 5x higher than 2023 Newsletter ...
With AMD finishing its 2024 fiscal year with more than $5 billion in revenue from its Instinct data center GPUs, the company’s CEO, Lisa Su, says the company expects the AI chip segment to reach ...
AMD is riding AI momentum with strong MI300 demand, strategic global deals, and upside to fair value despite export risks. Learn why AMD stock is a strong buy.
Summary. AMD's Data Center revenue surged 115% YoY in Q2 2024, driven by Instinct MI300 AI accelerators and EPYC processors, leading to raised revenue guidance and a BUY rating.
AMD CEO Lisa Su says a ‘steep ramp’ of Instinct MI300 GPUs allowed the product family to exceed $1 billion in quarterly revenue for the first time. This meant the MI300 chips made up more than ...
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AMD’s AI Revenue Jumps, But Misses Estimates - MSNThe Santa Clara, Calif., chip maker posted a profit of $482 million compared with $667 million, a year earlier. For the current quarter, AMD guided for revenue between $6.8 billion and $7.4 billion.
Overall, its data center revenue has increased 115% year-over-year, with the company saying sales of its Instinct MI300 AI accelerators are primarily responsible for the company's record growth.
TL;DR: AMD plans to launch its Instinct MI350 AI accelerator in mid-2025 and the MI400 in 2026, aiming for significant AI revenue growth. The MI350 will feature TSM's 3nm process and 288GB of ...
For full-year 2025, AMD expects an approximate $1.5 billion hit to its revenue from the new U.S. export restrictions on advanced AI chips to the Chinese market. Investor Alert: Our 10 best stocks ...
The Santa Clara, Calif., chip maker posted a profit of $482 million compared with $667 million, a year earlier. For the current quarter, AMD guided for revenue between $6.8 billion and $7.4 billion.
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