CLAIM #5443 · Advanced Micro Devices Inc (AMD) · 2025Q1 earnings call · May 6, 2025 · due Dec 31, 2025
“we would expect strong growth into the second half of the year.”
Lisa Su · CEO
In context
“has been very high. So from a competitiveness standpoint, we feel really good about where it's positioned. Overall, I think one of the advantages that we have with the MI350 launch is that, from a systems overall environment, it's actually very similar to the MI300. So, we believe it's going to ramp fast. And we already have a couple of deals that have been announced, including a very important relationship with Oracle in terms of the MI350 series for a number of joint customers. So we're excited about the overall AI business. I think we continue to see strength there. I know there are some uncertainties as it relates to tariffs and other things, but this is one of those areas where from an infrastructure standpoint, there continues to be investment in AI infrastructure. And so with that, we would expect strong growth into the second half of the year. Operator: And the next question comes from the line of Timothy Arcuri with UBS. Timothy Arcuri: Thanks a lot. Lisa, you said that data center GPU grew significant double digit, but it was like $600 million last March. So I would think that, I mean, I think a lot of us thought it was going to be like 1.7 to 1.75. So is that the wrong way to sort of interpret that? Because it seems like it went up triple digits at least. So can you help us there? And also, I'm curious, the additional $800 million that sort of has to come out from the ban, does that all come out in September or is there some remnants of that that have to come out in the fourth quarter as well? Lisa Su: Yes, so again, what I would say is the data center GPU business did perform very well in the first quarter. I think we have”
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SEC filings for AMD ↗ · Claim quote is verbatim from the 2025Q1 earnings call.