CLAIM #5407 · Advanced Micro Devices Inc (AMD) · 2024Q4 earnings call · Feb 4, 2025 · due Jun 30, 2025
“But it is going to be a little bit dependent on just when deployments happen. But that's kind of currently what we see.”
Lisa Su · CEO
In context
“d in Q2 to feel like -- Am I doing something wrong with my math? Or like what am I missing here? Lisa Su : Yes. perhaps Stacy, maybe let me help give you a little bit of color there. I don't think we said strong double-digits. I think we said double digits. So that perhaps is the -- so data center segment was up 9% sequentially. Server was a bit more than that. Data center GPU was a little less than that. I think for some of the models that are out there, you might be a little bit light in the Q3 data center GPU number. So there might be some adjustments that need to be done there. But I think your suggestion would be incorrect. We -- if you just take the halves, second half '24 to first half '25, let's call it roughly flattish, plus or minus. I mean we'll have to see exactly how it goes. But it is going to be a little bit dependent on just when deployments happen. But that's kind of currently what we see. Stacy Rasgon: Got it. Thanks. And I guess for my follow-up, maybe to follow on there, do you think your exit rate on GPUs in '25 is higher than your exit rate in '24. Are you willing to commit to that? Lisa Su : Absolutely. But yes, of course. It would be hard to grow strong double digits otherwise, right? Operator: And the final question comes from the line of Toshiya Hari with Goldman Sachs. Please proceed with your question. Toshiya Hari: Hi, thank you so much for squeezing me in. Lisa, I had a question on the server CPU business. I'm curious how you're thinking about the market this year? And if you can delineate between cloud and enterprise, that would be really helpful. And then kind of part B to that question. In your prepared remarks, you talked about you all having more than 50%”
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SEC filings for AMD ↗ · Claim quote is verbatim from the 2024Q4 earnings call.