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Superior Micro Gadgets CEO Lisa Su stated she foresees the PC market to develop seasonally within the second half of the yr with higher stock ranges throughout the availability chain.
The large chip maker executed nicely within the second quarter, launching a number of management merchandise, considerably increasing AI engagements and ramping the most recent Zen 4 Epyc and Ryzen product households, Su stated in a name with analysts.
Whereas the second quarter income noticed a decline of 18% to $5.4 billion in comparison with a yr in the past, AMD launched a variety of new merchandise amid the general financial downturn.
Gross sales have been flat sequentially as PC shopper and knowledge heart section development was offset by anticipated declines within the gaming and embedded segments.
AI buyer engagements grew by greater than seven instances sequentially as a number of prospects initiated or expanded packages supporting future deployments of Intuition MI250 and MI300 {hardware} and software program at scale, Su stated.
Su stated that semi-custom SoC gross sales have been robust within the quarter as Microsoft and Sony had wholesome console
demand based mostly on improved retail availability globally and the launches of recent triple-A video games. That’s going to be excellent news for the general sport trade.
In cloud, 30 new AMD cases launched within the second quarter with a number of “Genoa” cases
introduced by AWS, Alibaba, Microsoft and Oracle. Genoa delivers as much as 1.9 instances extra efficiency in enterprise and cloud functions and 1.8 instances extra performance-per-watt than the competitors, making it by far the trade’s highest efficiency and best server processor, Su stated.
Su stated she expects Epyc server chip income to develop by a double-digit proportion sequentially within the third quarter led by the increasing 4th Gen EPYC CPU ramp.
In supercomputing, Epyc and Intuition processors proceed to be the options of selection for essentially the most highly effective supercomputers on the earth, powering 121 of the quickest methods on the most recent Top500 listing and 7 of the ten best methods on the Green500 listing, Su stated.
“In AI, we made robust progress within the second quarter as we met key {hardware} and software program milestones to deal with the rising buyer pull for our knowledge heart AI options,” Su stated.
She stated AMD’s AI technique is concentrated on three areas. First, AMD will ship a broad portfolio and multi-generation roadmap of management GPUs, CPUs and adaptive computing options for AI inferencing and
coaching. Second, AMD will lengthen the open and confirmed software program platform AMD has established that permits AI {hardware} to be deployed broadly and simply. And third, develop the deep and collaborative
partnerships AMD has established throughout the ecosystem to speed up deployments of AMD-based AI options at scale.
“We delivered on all three fronts within the second quarter,” she stated.
On the {hardware} facet, AMD introduced new Intuition MI300X GPUs designed to be the world’s most superior accelerators for generative AI. MI300X combines next-gen CDNA 3 structure with the trade’s largest reminiscence footprint and quickest reminiscence bandwidth, essential elements in AI inferencing efficiency. Buyer curiosity in our Intuition MI300A and MI300X GPUs could be very excessive, she stated. The merchandise will ship within the fourth quarter.
As for PCs, Su stated, “We anticipate our shopper section will develop within the seasonally stronger second half of the yr based mostly on the power of our product portfolio and elevated adoption of our Ryzen 7000 CPUs, together with the ramp of our Ryzen 7040 cellular CPUs that ship management efficiency and power effectivity and are the trade’s first x86 processors with a devoted AI engine.”
She added, “Going ahead, we see AI as a major PC demand driver as Microsoft and different giant software program suppliers incorporate generative AI into their choices. We’re executing a multi-
generational Ryzen AI processor roadmap, which along with our ecosystem companions, will basically change the PC expertise.”
In gaming graphics, AMD expanded its Radeon 7000 GPU collection within the second quarter with the
launch of our mainstream RX 7600 playing cards for 1080P gaming. The corporate is on-track to additional develop our RDNA 3 GPU choices with the launch of recent fanatic class Radeon 7000 collection playing cards within the third quarter.
For the remainder of the yr, Su stated, “Within the knowledge heart market, we see a combined setting as AI deployments are increasing, nevertheless cloud prospects proceed optimizing their knowledge heart compute and enterprise prospects stay cautious with new deployments. Towards this backdrop, we anticipate robust development pushed by greater 4th Gen EPYC and Ryzen 7000 processor gross sales and preliminary shipments of our Intuition MI300 accelerators.”
She added, “Long run, whereas we’re nonetheless within the very early days of the brand new period of AI, it’s clear that AI
represents a multi-billion greenback development alternative for AMD throughout cloud, edge and an more and more various variety of clever finish factors. Within the knowledge heart alone, we anticipate the marketplace for AI accelerators to succeed in over $150 billion by 2027.”