AMD’s CEO Lisa Su Is More Bullish On Epyc Datacenter CPU

AMD recently announced a 53% increase in revenue driving a $154M increase in operating income leading to a $158 improvement in net income from the year-ago quarter. AMD’s highest quarterly net income in seven years, which also marks its seventh straight quarter of double-digit revenue growth. The financial press reactions to all the information on new AMD reports and positive headlines:

  • Bloomberg: “AMD Reports Best Quarterly Profit in Seven Years on New Products”
  • MarketWatch: “If you didn’t believe in the AMD turnaround before, these earnings should convince you”
  • ExtremeTech: “AMD Crushes Q2 2018 Earnings as Ryzen, Epyc Sales Strengthen”
  • CNBC: “AMD stock soars more than 14% on strong earnings”
  • MarketWatch: “AMD stock closes at highest price in over a decade after best earnings in 7 years”

Su is happy with progress in the public cloud datacenter, but is pragmatic on the enterprise datacenter as customers take longer to do just about everything. “The sales cycle takes a while and we are building out our GTM (go-to-market) with our OEMs. We’re hiring BDEs (business development executives) like crazy.” What AMD needs to watch is creating enough demand quickly enough. Forbes

She said that the enterprise’s benchmarking showed that at scale, two servers of EPYC outperformed three Skylake servers for crash test simulations. Su continued, explaining, that evaluation clusters were then turned over to their corporate IT teams and there was a significant performance per dollar value shown and AMD won the deployment. Su ended by saying her teams have many of these examples. Forbes

 

Categories: AMD, Gaming hardware, Gaming News, PC Games, Technology

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Mohsen Daemi
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