AMD's latest outlook shows their PC division is set to beat the broader market's growth rate, and cloud infrastructure demand isn't slowing down either. Worth noting though—their revenue projections deliberately leave out any MI300 chips headed to China, given the current export controls in place.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
10 Likes
Reward
10
7
Repost
Share
Comment
0/400
MEV_Whisperer
· 11-06 22:07
smh this mi300 ban hits different... amd missing out fr fr
Reply0
ProtocolRebel
· 11-05 16:54
How do you want me to calculate? Just make money like you do and that's it.
View OriginalReply0
GweiTooHigh
· 11-04 23:10
The GPU is stuck in Bengbu.
View OriginalReply0
ImaginaryWhale
· 11-04 23:07
What's the panic without MI300?
View OriginalReply0
GlueGuy
· 11-04 23:02
So AMD really doesn't care about the Chinese market, huh?
AMD's latest outlook shows their PC division is set to beat the broader market's growth rate, and cloud infrastructure demand isn't slowing down either. Worth noting though—their revenue projections deliberately leave out any MI300 chips headed to China, given the current export controls in place.