AMD says that it plans to launch its subsequent main information middle GPUs, the AMD Intuition MI350 collection, before initially introduced.
In the course of the firm’s This fall 2024 earnings name Tuesday, AMD CEO Lisa Su stated AMD plans to pattern the MI350 with “lead prospects” this quarter, and “speed up” manufacturing shipments to “mid-year.”
“So, we had beforehand said that we thought we’d launch [the MI350] within the second half of [2025],” Su stated. “And albeit, that bring-up has come up higher than we anticipated, and there’s very robust buyer demand, so we are literally going to drag that manufacturing ramp into the center of the yr, which improves our relative competitiveness.”
AMD’s information middle income pales compared to rival Nvidia’s, which often eclipses tens of billions of {dollars} per quarter. However AMD has gained floor within the final yr, buying and retaining prospects together with Meta, Microsoft, and IBM.
AMD says that gross sales of AMD Intuition chips reached over $5 billion in 2024, and the corporate expects its information middle phase to develop “double digits” in 2025. Final yr, information middle income made up round half ($3.9 billion) of AMD’s general income ($7.1 billion), the corporate reported on Tuesday.
“I consider that the demand for AI compute is robust,” Su continued. “We see [the data center] enterprise rising to tens of billions as we undergo the subsequent couple of years.”