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• #8573 S_x96x_S addikt

  Új Válasz 2023-02-01 07:01:56 #8573

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  S_x96x_S

  addikt

  Q4 ...
  "AMD EPYC Selling Like Hotcakes Shown in the AMD Q4 2022 Earnings"
  https://www.servethehome.com/amd-epyc-selling-like-hotcakes-shown-in-the-amd-q4-2022-earnings/
  - "on the Client side, AMD needs a strategy update."
  - Data Center: "Intel’s -$2.1B in revenue only saw a ~$0.5B gain for AMD. AMD said it roughly doubled its North American cloud sales doubled in the last year, HPC grew, but Enterprise slowed. AMD said it has 40% more server models in development by large OEMs for Genoa over Rome/Milan."

  """
  Final Words
  The AMD EPYC parts seem to be selling very well, but there seem to be headwinds that were reiterated several times on the call for the first half of 2023. AMD did not mention marketing programs to get Genoa into the enterprise segment on the call. The company did mention marketing programs to clear older client inventories.
  AMD said that it sees EPYC 7003 Milan instances still ramping today, even with the EPYC 9004 Genoa being out. It also says that it expects Milan to remain an important product in 2023 because it is on a more mature platform.
  """

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