AMD on its way to being a 100B revenue company and Intel a 10B annual revenue company.
Have they printed the HBS case studies yet?
11 replies (most recent on top)
AMD is just x86 in green instead of the traditional blue.
AMD may be the cousin of NVDA, but not the hot cousin.
AMD is still up 2x over the April lows.
Intel m0rons can’t comprehend a stock pulling back after a huge run up.
AMD earnings also clearly show Intel losing very large amounts of market share.
The level of cope is hilarious.
That or the posters below have really low IQs.
AMD stock just took the AMD fanboys to the woodshed.
Learn to read an earnings report. Amd’s was a disaster, just like us
Intel and AMD are two companies of very different trajectories.
AMD delivered record quarterly revenue of $2.5 billion for the client segment. That represents a ~67% YoY increase!! Ryzen 7000/Zen 5 processors are ki-ling Intel, which saw a drop of 3% in the Client space. Intel has had trouble with product quality and on time delivery. In the data center AMD EPYC line saw an increase of 14% yoy while Intel grew 3%.
On the AI front, ADM’s new MI350 is touted as a challenger to NVidia Blackwell. Intel does not offer a compelling product in this space.
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AMD’s Client & Gaming division delivered record quarterly revenue of $2.5 billion for the client segment (a ~67% YoY increase!), backed by robust demand for Ryzen 7000/Zen 5 processor. Intel’s own Q2 2025 results show a 3% decline in PC chip sales year-over-year (roughly $7.9B), while AMD’s client CPU revenue rose sharply — a clear indication that Intel ceded ground in the PC market.
AMD will pass Intel in revenue soon.
Where is Nvidia in this? Are they ahead of Intel also?
More nails to the coffin lid.
“AMD is in the rear view mirror”
— some delusional guy
Delicious shaudenfraud. Keep it coming