Comments on: Can AMD Keep Doubling Its Datacenter Business? https://www.nextplatform.com/2022/05/04/can-amd-keep-doubling-its-datacenter-business/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Fri, 13 May 2022 22:38:45 +0000 hourly 1 https://wordpress.org/?v=6.5.5 By: Timothy Prickett Morgan https://www.nextplatform.com/2022/05/04/can-amd-keep-doubling-its-datacenter-business/#comment-190929 Fri, 13 May 2022 22:38:45 +0000 https://www.nextplatform.com/?p=140506#comment-190929 In reply to Robert.

Here’s the trend I have in my model, and I think the cost of at least some of the Aldebaran GPUs is in here. Starting with Q4 2020, you see:

Q4 2020 Q1 2021 Q2 2021 Q3 2021 Q4 2021 Q1 2022
$72 M $67 M $80 M $164 M $148 M $70 M

I think they have to wait for acceptance to book all of the revenue.

]]> By: Robert https://www.nextplatform.com/2022/05/04/can-amd-keep-doubling-its-datacenter-business/#comment-190892 Fri, 13 May 2022 15:52:19 +0000 https://www.nextplatform.com/?p=140506#comment-190892 Wow, only $70 million for Instinct GPU sales? I didn’t realize how small that segment was… I would have expected it to be quite a bit more since their supercomputer deals are using the MI250… Maybe that’s a typo?

]]> By: Joseph Luppens https://www.nextplatform.com/2022/05/04/can-amd-keep-doubling-its-datacenter-business/#comment-189892 Thu, 05 May 2022 14:48:33 +0000 https://www.nextplatform.com/?p=140506#comment-189892 In reply to Just a Realist.

Excellent analysis which nicely rounds out the article!

]]> By: Just a Realist https://www.nextplatform.com/2022/05/04/can-amd-keep-doubling-its-datacenter-business/#comment-189821 Wed, 04 May 2022 18:14:24 +0000 https://www.nextplatform.com/?p=140506#comment-189821 AMD’s success is due to a combination of consistently delivering reasonably competitive CPU / GPU while riding the TSMC process train and an unbelievable number of Intel technology and business failures that led a vast number of customers to actually deploy AMD products instead of using AMD as an arbitrage vehicle. Props go to their CEO for bringing strong organizational discipline and business savvy; she is one of the best in the industry. As for AMD’s data center strategy, props go to their CEO who finally got their technology / business leads (hubris isn’t unique to Intel) to realize that their more to the data center than just CPU / GPU which should have been done years earlier, and IMO, only came about as they saw Nvidia accelerate its acquisition and organic technology efforts enabling them to take market and margin share from competitors and partners alike. Hopefully, they don’t rest on their laurels and will continue to expand their portfolio while adhering to open standards where appropriate as no intelligent customer will ever interlock their future / supply chains with any single vendor again.

]]>