CEO Lisa Su said Microsoft, Meta, and Oracle use AMD’s MI300X. AMD said it had sold over $1 billion of the chips since it launched in the fourth quarter of 2023. AMD expects $4 billion in 2024 AI chip sales, up from a $3.5 billion forecast in January.
Compare to Gaudi’s full year “forecast” of 500M with such marquee customers like Bosch and Seekr.
Intel is a colossal failure on so many levels.
You do know that much of these "AI sales" are just made up market segments right? If they were willing to tank server sales (which they aren't), they could say xx% of Sapphire Rapids, and soon to be Sierra Forrest and Granite Rapids are "AI sales". Most of these AI sales are on multi-use platforms.
To be fair, Gaudi 3 doesn’t ship until Q3 or Q4, so .5B, if true, isn’t bad for this year.
I dont know why everyone is comparing Intel 0.5 B AI revenue with AMD's 4.0 B.
Gaudi is a flop.
Nobody wants it.
There isn’t a single tier 1 CSP buying that pile of trash.
It’s literally 1/8th the projected revenue of AMD. Forget about Nvidia - nobody is going to catch them for at least a decade.
I dont know why everyone is comparing Intel 0.5 B AI revenue with AMD's 4.0 B. Shouldn't Intel's real target be NVDA at 40B? That's where the juicy revenue is... why shoot for AMD?
Watch this and compare Q1 2024 @ AMD vs Q1 2024 @ INTC in terms of earnings/revenue/growth… AMD is eating Intel’s breakfast, lunch, and dinner… “Come to papaw!!” PG is toasted!!
https://youtu.be/I_2I5K5r5jE?si=izsMFsZZOy1iqN5d
If only Pat hadn’t been fired by PSO.
LRB could have beat Nvidia!
This is what Pat actually believes.
🤡🤡🤡
I must say it's nice being a lucky NVDA shareholder. INTC, not so much.
Yep, and NVDA is expecting $40B in revenue. Must be nice to be a lucky company!
https://wccftech.com/analyst-forecasts-40-billion-ai-gpu-sales-for-nvidia-3-5-billion-for-amd-just-500-million-for-intel-in-2024/