MAAT INDEX

CLAIM #5241 · Advanced Micro Devices Inc (AMD) · 2023Q4 earnings call · Jan 30, 2024 · due Dec 31, 2024

So we think for both training and inference, we will continue to be very competitive.

Lisa Su · CEO

PENDING
graded after results covering Dec 31, 2024 are reported

In context

e slowing down your ramp whatsoever, but then also on the straight server CPU side of things. Lisa, you said you're gaining share in that area. But as we think about future road maps, pricing incentives, those sorts of things, any meaningful change in the competitive environment that you're seeing throughout 2024? Lisa Su: Sure, Ross. So look, I think the environment for us is always competitive. So, I think that has not changed. If I look at the Instinct side, I think we have -- I think we've shown that MI300 and our roadmap are actually very competitive. There are some places where let's call it, it's more even like in the training environment. But as we look at the inferencing environment, we think we have significant advantages. And that's showing through in some of our customer work. So we think for both training and inference, we will continue to be very competitive. And then, as you go into the CPU side again, from our view, with each generation of EPYC, we've continued to gain share. I think, we exited the fourth quarter at record share for AMD. And we're still quite underrepresented in Enterprise. So I think there is an opportunity for us to continue to gain share as we go through 2024. From a competitive standpoint, what we see is Zen 4 is extremely competitive right now with Genoa, Bergamo, Siena. And as we go into Turin, we're deep in the design in-cycle for Zen 5 and Turin and we feel very good about how we're positioned. Ross Seymore: Thanks for that. I guess as my follow up. On the Data Center side, another theme that's been pervasive throughout 2023 at least was the GPU side driving out the CPU side. You mentioned that there is still a littl

Verify independently

SEC filings for AMD · Claim quote is verbatim from the 2023Q4 earnings call.