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CLAIM #5267 · Advanced Micro Devices Inc (AMD) · 2024Q1 earnings call · Apr 30, 2024 · due Jul 31, 2024

In the second quarter, we expect overall Data Center to be up strong double digits. And then within that, we expect server to be up as well.

Lisa Su · CEO

PENDING
graded after results covering Jul 31, 2024 are reported

In context

ned seasonally, Lisa. But I was just wondering what's implied in your second quarter guidance for the Data Center CPU side of things? And generally speaking, how are you seeing that whole kind of GPU versus CPU crowding out dynamic playing out for the rest of 2024? Lisa Su: Yes, sure, Ross, thanks for the question. I think the -- our EPYC business has actually performed pretty well. The market is a bit mixed. I think some of the cloud guys are still working through sort of their optimizations. I think it's different by customer. We did see here in the first quarter, actually, some very nice early signs in the enterprise space, sort of large customers starting refresh programs. The value proposition of Genoa is very, very strong, and we're seeing that pull through across the enterprise. In the second quarter, we expect overall Data Center to be up strong double digits. And then within that, we expect server to be up as well. And as we go into the second half of the year, I think there are a couple of drivers for us. We do expect some improvement in the overall market conditions for the server business. But we also have our Turin launch in the second half of the year that will also, we believe, extend our leadership position within the server market. So overall, I think the business is performing well, and we believe that we're continuing to be very well positioned to gain share throughout the year. Ross Seymore: And I guess as my follow-up, just switching over to the Client side. I noted you guided it up sequentially. Any sort of magnitude around that for the second quarter? And perhaps, more importantly, when you talk about the whole AI PC side of things, do you believe that's more of a units driver for y

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SEC filings for AMD · Claim quote is verbatim from the 2024Q1 earnings call.