CLAIM #5335 · Advanced Micro Devices Inc (AMD) · 2024Q3 earnings call · Oct 29, 2024 · due Dec 31, 2026
“Development on our MI400 series based on the CDNA Next architecture is also progressing very well towards a 2026 launch.”
Lisa Su · CEO
How to check this claim
Look at: MI400-series product launch (commercial availability announcement)
It came true if: AMD announces MI400-series launch/availability during calendar year 2026
Where: Company press releases / earnings calls (AMD Instinct product announcements)
In context
“parties to date. Looking ahead, we launched our next-gen MI325X GPU earlier this month that extends our memory capacity and bandwidth advantages and delivers up to 20% higher inferencing performance compared to H200 and competitive training performance. Customer and partner interest for MI325X is high. Production shipments are planned to start this quarter with widespread system availability from Dell, HP, Lenovo, Super Micro and others starting in the first quarter of 2025. Longer term, we have successfully accelerated our product development pace to deliver an annual cadence of new Instinct products. Our next-gen MI350-series silicon is looking very good and is on track to launch in the second half of 2025 with the largest generational increase in AI performance we have ever delivered. Development on our MI400 series based on the CDNA Next architecture is also progressing very well towards a 2026 launch. We have built significant momentum across our data center AI business with deployments increasing across an expanding set of Cloud, Enterprise and AI customers. As a result, we now expect Data Center GPU revenue to exceed $5 billion in 2024, up from $4.5 billion we guided in July and our expectation of $2 billion when we started the year. Turning to our Client segment. Revenue was $1.9 billion, an increase of 29% year-over-year, driven by strong demand for our latest generation Zen 5 notebook and desktop processors. Desktop channel sales grew by a significant double-digit percentage led by the launch of our Ryzen 9000 series processors that deliver leadership productivity, gaming and content creation performance. We are seeing strength across our Ryzen desktop portfolio and are on track t”
Verify independently
SEC filings for AMD ↗ · Claim quote is verbatim from the 2024Q3 earnings call.