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☆ AMD still has a gap to close with Nvidia's AI chips
▼ + stars: | 2024-10-30 | by ( Helen Li | ) www.businessinsider.com time to read: +4 min

AMD aims to close the gap with Nvidia, which holds 80% of the GPU market. AMD still has a large gap with Nvidia, as it lags behind in GPUs or graphics processing units. Su responded that AMD's road map "actually closed a good part of that gap" with Nvidia's products and that AMD holds an advantage in data center retrofitting. Advertisement"As much as we still believe NVDA will be hard to shake from its 80-85% AI share, AMD still has done an enviable job from virtually zero to ~5% market share," Arya wrote in a note released on Wednesday. Even if this share remains unchanged, the underlying AI growth will still provide AMD "the chance to participate," he added.

Persons: —, Lisa Su, MI350, Blackwell, Vivek Arya, Su, Piper Sandler, Harsh Kumar, We've, Arya, Morgan Stanley Organizations: AMD, Nvidia, Service, Devices, Wall Street, Bank of America Securities, Analysts, Microsoft, Meta, Google

☆ AMD's post-earnings slide is a buying opportunity. Here's why
▼ + stars: | 2024-10-29 | by ( Jeff Marks | ) www.cnbc.com time to read: +9 min

Bottom line The main part of our AMD thesis — fast-growing sales of its MI300 AI chips — is still on track, so we view the post-earnings pullback as a buying opportunity. Given how integral these AI chips are to AMD's growth, we were pleased management on Tuesday night raised its full-year sales projections to exceeding $5 billion. Another factor: AMD's chips passed some performance milestones with customers, Su said. We believe Su's AI roadmap — outlined at its AI event earlier this month — will lead to significant sales growth in 2025 and thereafter. Quarterly commentary Sales in AMD's all-important data-center segment came in $3.55 billion, exceeding estimates and more than doubling year over year.

Persons: We're, Lisa Su, Su, couldn't pare, Jim Cramer, —, Jim Cramer's, Jim Organizations: AMD, Nvidia, Intel, Club, Broadcom, ZT Systems, CNBC, Dell Technologies, Microsoft, Meta, Revenue, Visitors, Congress, Nurphoto, Getty Locations: AMD's, —, Shanghai, China

☆ AMD just launched its new AI chip, but analysts say it's still a year behind Nvidia
▼ + stars: | 2024-10-11 | by ( Helen Li | ) www.businessinsider.com time to read: +3 min

AMD launched the Instinct MI325X accelerator on Thursday, and shipping starts later this fall. The new chip offers better performance than Nvidia's H200 yet lags behind Blackwell, analysts say. While the GPU significantly improved over AMD's previous offerings, Bernstein Research analysts wrote that it faces "zero challenge" against Nvidia's upcoming Blackwell chip. Nvidia announced in March the Blackwell series, which is set to ship in the fourth quarter of this year. Related stories"Training performance seems 1 year behind Blackwell (on par with H200) while inferencing is only slightly better," Arya wrote.

Persons: Blackwell, —, Lisa Su, it's, Vivek Arya, Arya, Bernstein, Su, EPYC, Intel's Organizations: AMD, Service, Nvidia, Industry, Bernstein Research, Nvidia's, Blackwell, Bank of America Securities, Intel Locations: Turin, Emerald Rapids

☆ AMD launches AI chip to rival Nvidia's Blackwell
▼ + stars: | 2024-10-10 | by ( Kif Leswing | ) www.nbcnews.com time to read: +5 min

AMD launched a new artificial-intelligence chip on Thursday that is taking direct aim at Nvidia’s data center graphics processors, known as GPUs. In the past few years, Nvidia has dominated the majority of the data center GPU market, but AMD is historically in second place. The new AI chip is the successor to the MI300X, which started shipping late last year. Most industry estimates say Nvidia has over 90% of the market for data center AI chips. The new CPUs are particularly good for feeding data into AI workloads, AMD said.

Persons: Lisa Su, Nvidia’s, ”, Su, That’s, ” Su Organizations: AMD, Nvidia, Meta, Microsoft, Blackwell, Intel, workloads

☆ We ranked the latest earnings reports from 30 portfolio stocks from great to ugly
▼ + stars: | 2024-09-14 | by ( Zev Fima | ) www.cnbc.com time to read: +14 min

The company may have maintained its full-year revenue outlook, but that was taken as good enough after last quarter's debacle. Management also provided a better-than-expected sales, earnings, and recurring revenue outlook. The Good Abbott Laboratories : Sales, earnings and organic growth all exceeded analyst estimates. Broadcom : Sales and earnings outpaced expectations , driven by strong sales of its AI products and VMware software. Alphabet : Delivered largely better-than expected earnings results that showed the search and cloud giant is finally on better footing in the fast-growing AI space.

Persons: we've, Lisa Su, —, Eli Lilly, Zepbound, Stanley Black, Stanley, Morgan Stanley, Procter, Jim Cramer's, Jim Cramer, Jim, Steve Marcus Organizations: Costco, DuPont, Club, Management, Nvidia, Palo Alto Networks, Good Abbott Laboratories, Broadcom, VMware, Wealth Management, Investment Management, Microsoft, Constellation Brands, TJX, Amazon Web Services, Coterra Energy, GE Healthcare, Honeywell, Gamble, Jim Cramer's Charitable, CNBC, AMD Locations: China, Covid, Dover, Eaton, Palo, North America, GEHC, Wells Fargo, Las Vegas , Nevada, U.S

☆ AMD's data center business grew 80% but the stock is down
▼ + stars: | 2024-04-30 | by ( Kif Leswing | ) www.cnbc.com time to read: +2 min

AMD reported first-quarter earnings and sales on Tuesday that were slightly ahead of Wall Street expectations, and provided an in-line forecast for the current quarter. AMD said its closely-watched Data Center segment grew 80% on a year-over-year basis to $2.3 billion thanks to sales of its MI300 AI chip, which competes with Nvidia's AI graphics processors. AMD said it had sold over $1 billion of the AI chips since it launched in the fourth quarter of 2023. AMD also makes central processors which are often paired with advanced AI chips in servers. AMD reported $1.4 billion in first-quarter sales, a 85% annual increase, suggesting that last year's PC slump is over.

Persons: Lisa Su, Su Organizations: AMD, Wall, Revenue, Intel Locations: Las Vegas , Nevada, U.S

☆ Arm's post-earnings pop leaves stock trading at over 100% premium to Nvidia
▼ + stars: | 2024-02-08 | by ( Kif Leswing | ) www.cnbc.com time to read: +3 min

That agreement would have involved selling Arm for $40 billion, or just $8 billion more than SoftBank paid in 2016. Instead, Arm went public last year, and the company is now worth over $116 billion after the stock soared 48% on Thursday. SoftBank still owns roughly 90% of the outstanding stock, meaning its stake in Arm increased by over $34 billion in a day. watch nowChipmakers Nvidia and AMD have been Wall Street darlings of late due to their central position in the artificial intelligence boom. 'Gain market share'Arm has a different business model than Nvidia and AMD in that it's largely a technology licensing company.

Persons: Jakub Porzycki, Arm, SoftBank, Lisa Su, Steve Marcus Organizations: Nurphoto, Nvidia, AMD, Intel, Qualcomm Locations: SoftBank, Las Vegas , Nevada, U.S

☆ AMD shares fall as first-quarter forecast comes in light
▼ + stars: | 2024-01-30 | by ( Kif Leswing | ) www.cnbc.com time to read: +3 min

AMD reported fourth-quarter earnings on Tuesday that were in line with analyst expectations, while the company's revenue beat estimates, but AMD offered a first-quarter forecast that fell short of expectations. It said that its data center revenue would be flat as server chip declines would be offset by AI GPU sales. Net income in the fourth quarter was $667 million, or $0.41 per share, versus $21 million, or $0.01 per share a year ago. AMD gave a positive update on its AI chips sales. Data center, which includes server CPUs and AI chips, rose 38% on an annual basis to $2.28 billion in sales.

Persons: Lisa Su, It's Organizations: AMD, Nvidia, Data Center, Microsoft Xbox, Sony Locations: Las Vegas , Nevada, U.S

☆ AMD forecasts third-quarter revenue below estimates
▼ + stars: | 2023-08-01 | by ( ) www.reuters.com time to read: +1 min

A smartphone with a displayed AMD logo is placed on a computer motherboard in this illustration taken March 6, 2023. REUTERS/Dado Ruvic/Illustration/File PhotoAug 1 (Reuters) - Advanced Micro Devices (AMD.O) forecast third-quarter revenue below market expectations on Tuesday, hit by a slowdown in cloud computing spending. While AMD has announced its own competitor to market leader Nvidia's (NVDA.O) AI chips, those would not hit the market until the fourth quarter this year. The company forecast current-quarter revenue of about $5.7 billion, plus or minus $300 million. Analysts polled by Refinitiv expect revenue of $5.82 billion.

Persons: Dado Ruvic, Nvidia's, Lisa Su, Chavi Mehta, Arun Koyyur Organizations: REUTERS, Devices, Microsoft, Google, AMD, Center, Gaming, Refinitiv, Thomson Locations: Bengaluru

☆ Why AMD is faring much better than Intel in the same tough economy
▼ + stars: | 2023-01-31 | by ( Kif Leswing | ) www.cnbc.com time to read: +3 min

While Intel is expecting declines across the board, AMD's data center business is growing with the introduction of a new chip, and its pandemic-era acquisition of specialty chip-maker Xilinx is also contributing growth. AMD's data center business is growing strongly, however, up 42% on an annual basis to $1.7 billion. AMD released its latest data center chips, the fourth-generation Epyc processors, in November. AMD expects its data center business to grow this year while PC chips and graphics processors for gaming decline. AMD's data center business faces tough macroeconomic conditions too, but on Tuesday, Su signaled to investors that its gains would come at Intel's expense.

☆ How AMD became a chip giant and leapfrogged Intel after years of playing catch-up
▼ + stars: | 2022-11-22 | by ( Katie Tarasov | ) www.cnbc.com time to read: +6 min

After AMD and Intel parted ways, AMD reverse engineered Intel’s chips to make its own products that were compatible with Intel’s groundbreaking x86 software. Intel sued AMD, but a settlement in 1995 gave AMD the right to continue designing x86 chips, making personal computer pricing more competitive for end consumers. For those, AMD turned to Taiwan Semiconductor Manufacturing Co., which now makes all of AMD’s most advanced chips. AMD’s data center customers include Amazon Web Services, Google Cloud, Oracle, IBM and Microsoft Azure. And so now it suddenly makes sense to do more customized solutions.”Former Xilinx CEO Victor Peng and AMD CEO Lisa Su on stage in Munich, Germany, at the AMD

[1/2] Handout image shows 4th Gen AMD EPYC processor, launched by AMD on November 10, 2022, in this undated handout image. AMD/Handout via REUTERSNov 10 (Reuters) - Advanced Micro Devices Inc (AMD.O) launched its latest data center chip on Thursday and said Microsoft Corp's (MSFT.O) Azure, Alphabet-owned (GOOGL.O) Google Cloud and Oracle Corp would be some of its customers. "What that means for enterprises and for cloud data centers is that it translates into lower capex, lower opex and lower total cost of ownership," she said. Genoa launches at a time when rival Intel Corp's (INTC.O) latest data center chip, code named Sapphire Rapids, has struggled with delays. "IDC expects AMD will stay on track, continue building up market share in public cloud deployments," said Ashish Nadkarni, datacenter and cloud analyst at IDC.

☆ AMD's big bet to further move beyond chips for PCs has 'gone very well,' CEO says
▼ + stars: | 2022-11-02 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +5 min

This is in addition to AMD's multiyear push around data center, a central reason we like the company's long-term prospects despite our more cautious view on chips stocks at present . Its more recent areas of focus — data center and embedded — are holding up for now while there's weakness in parts of the company's consumer-focused end markets. In the second quarter, data center revenue was $1.5 billion, up 83% compared with 2021. As mentioned, AMD expected data center revenue in its current fourth quarter to exceed the $1.6 billion it generated in the three months ended Sept. 24. Intel's next-gen data center chip, called Sapphire Rapids, has faced delays and is now set to launch next year.

☆ We still believe in AMD's future potential, but near-term results make it difficult to see
▼ + stars: | 2022-11-01 | by ( Zev Fima | ) www.cnbc.com time to read: +10 min

Advanced Micro Devices (AMD) reported fiscal third-quarter results that missed lowered expectations on after the closing bell Tuesday. Revenue in AMD's third-quarter increased 29% to $5.57 billion, missing estimates of $5.62 billion. Data center revenue remains resilient thanks to strong North American cloud demand, where AMD is strongest, while Embedded segment sales benefited from strong end market demand. While the long-term drivers of growth — cloud computing, gaming, and digitization — appear fully intact, the near-term issues must be resolved. Gaming revenue was $1.6 billion, up 14% year over year and also in line with estimates driven by higher semi-custom product sales.

☆ AMD misses but still ekes out 29% revenue growth
▼ + stars: | 2022-11-01 | by ( Jordan Novet | ) www.cnbc.com time to read: +5 min

AMD has been preparing for the PC market to be lackluster in the fisacl fourth quarter, AMD CEO Lisa Su said on a conference call with analysts. AMD said its Data Center segment generated $1.61 billion in revenue in the fiscal third quarter, up 45% and slightly below the StreetAccount consensus of $1.64 billion. AMD plans to launch Epyc data center chips on Nov. 10. During the quarter AMD announced Ryzen 7000 desktop PC chips, and AMD pointed to positive reviews of the products. All four of the segments delivered slightly more revenue than AMD had said to expect in its October warning.

Windows 11 poate fi instalat gratuit doar pe dispozitivele cu procesoare Intel de la generația a 8-a și AMD Ryzen de la seria 2000Până la sfârșitul acestui an, Windows 11 va ajunge cu upgrade gratuit pentru utilizatorii de Windows 10, însă de această facilitate vor beneficia doar acei care vor avea hardware compatibil. Windows 11 va accepta oficial doar procesoare Intel Core de generația a VIII-a și mai noi, alături de Apollo Lake și procesoare Pentium și Celeron mai noi, scrie TheVerge.com. Dispozitivele mai vechi care nu sunt acceptate oficial vor primi un avertisment în timpul instalării Windows 11 că actualizarea nu este recomandată. Mai jos vă prezentăm lista procesoarelor care sunt recomandate pentru instalarea Windows 11. Windows 11 pentru Intel# Intel 8th Gen (Coffee Lake)# Intel 9th Gen (Coffee Lake Refresh)# Intel 10th Gen (Comet Lake)# Intel 10th Gen (Ice Lake)# Intel 11th Gen (Rocket Lake)# Intel 11th Gen (Tiger Lake)# Intel Xeon Skylake-SP# Intel Xeon Cascade Lake-SP# Intel Xeon Cooper Lake-SP# Intel Xeon Ice Lake-SPWindows 11 pentru AMD# AMD Ryzen 2000# AMD Ryzen 3000# AMD Ryzen 4000# AMD Ryzen 5000# AMD Ryzen Threadripper 2000# AMD Ryzen Threadripper 3000# AMD Ryzen Threadripper Pro 3000# AMD EPYC 2nd Gen# AMD EPYC 3rd Gen

Organizations: Intel, AMD, Windows, Microsoft, Apollo Lake, Pentium, Gen, Tiger, Cascade, Cooper Locations: Coffee, Lake

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