CLAIM #5137 · Advanced Micro Devices Inc (AMD) · 2023Q2 earnings call · Aug 1, 2023 · due Dec 31, 2023
“We do believe that we're on a path to continue to grow into the second-half of the year, and beyond.”
Lisa Su · CEO
In context
“ank you for taking my question. Good to see the quarter-over-quarter inflexion in your EPYC business targeted at enterprise customers. I think you did mention a continued muted environment in enterprise. But the team continues to drive share gains with global corporations, you're ramping Genoa. Are you anticipating your enterprise segment to contribute to the strong second-half growth profile of your Datacenter business? Lisa Su: Yes, thanks for the question, Harlan. Look, enterprise business is very strategic to us. We feel that we're underrepresented. It's a place that we're putting more resources because, again, when we look at the value proposition of Genoa and entire Zen 4 portfolio, we think it plays very well into the enterprise. So, pleased to see the growth in the second quarter. We do believe that we're on a path to continue to grow into the second-half of the year, and beyond. And the key here is also investments in some of the go-to-market activity, so investing in more business development folks that can call directly on these enterprise customers, together with our OEM partners, and ensure that our value proposition is very well understood. Harlan Sur: Perfect, thank you. And then on the accelerated compute, general purpose compute demand might muted in China, but there is a significant amount of unmet demand for accelerated compute in this region. And I know there were performance thresholds put in place last year, and maybe U.S. government might lower that performance threshold again soon, I'm not sure. But let's say barring that, has the team looked into developing China-specific SKUs, if they are MI250 or your new MI300 platforms? It seems like the oppor”
Verify independently
SEC filings for AMD ↗ · Claim quote is verbatim from the 2023Q2 earnings call.