AMD 1Q25
- Revenue down -3% q/q and up +36% y/y to $7.4B, driven by client mix and DC CPU/GPU- China MI308 impact: $1.5B in CY25; $700M in 2Q & the majority of the rest in 3Q; No change in $500B TAM despite China impact- DC GPU down q/q but up y/y in 1Q25; will be down q/q & y/y in 2Q; will be up y/y in 3Q and 4Q-MI350 sampling in 1Q25; accelerated production by mid-year; 2H25 deployment; Oracle multi-billion dollarMI355x partnership- MI400 on track to launch next year; Customer enthusiasm for rack-scale MI400Source: Sravan Kundojjala
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