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.

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MEV_Whisperervip
· 11-06 22:07
smh this mi300 ban hits different... amd missing out fr fr
Reply0
ProtocolRebelvip
· 11-05 16:54
How do you want me to calculate? Just make money like you do and that's it.
View OriginalReply0
GweiTooHighvip
· 11-04 23:10
The GPU is stuck in Bengbu.
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ImaginaryWhalevip
· 11-04 23:07
What's the panic without MI300?
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GlueGuyvip
· 11-04 23:02
So AMD really doesn't care about the Chinese market, huh?
View OriginalReply0
4am_degenvip
· 11-04 22:59
amd is stable and very smooth.
View OriginalReply0
MysteryBoxOpenervip
· 11-04 22:57
Oh, what did they say over at SMIC?
View OriginalReply0
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