AMD's AI Accelerators and Market Growth

AMD's data center business doubled, expecting strong growth, with AI driving demand for their my 300 accelerator.

### AMD's Strong Q2 Performance and Future Roadmap in Data Center and AI
* 💻  AMD's data center business more than **doubled year-on-year** in the second quarter, with a **strong outlook for the second half of the year**.
* 🔢  Updated full-year guidance increased from **over $4 billion to over $4.5 billion**, driven by **hardware and software milestones**.
* 🧠  Lisa Su highlighted the importance of AI accelerators for both training and inference, with expectations that **inference demand will surpass training** in the future.
* ⚙️  AMD is addressing supply constraints by **expanding its supply chain and increasing overall industry capacity**.
* 📈  AMD is on an annual cadence for new accelerator releases, with the **MI 325 series** coming later this year, **MI 350** in 2025, and planning for the **MI 400 series** in 2026.
* 🖥️  The PC market is showing positive signs, with the launch of **AMD's Zen 5 family** expected to **boost performance** in the second half of the year.
* 🎮  Lisa Su discussed the gaming segment, acknowledging the **expected decline in revenue** in the second half of the console cycle.
* 🤝  AMD is making progress in the enterprise server market, with **one-third of new design wins** coming from customers who have **never used AMD before**.

AMD's CEO on Earnings, AI, Roadmap

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Strong Growth in Data Center Business and the My 300 Accelerator

The data center business more than doubled year on year in the second quarter, driven by the increasing need for data center infrastructure.

The company has passed significant milestones in ramping up the supply chain and in customer adoption of their products.

The My 300 accelerator is highlighted as the leading inference accelerator with the highest memory and bandwidth, making it a preferred solution for complex AI systems.

AMD's Positive Outlook on the Growing AI Market

AMD is optimistic about the rapid growth of the AI market, emphasizing the need for different hardware to optimize various AI workloads.

The company foresees a significant $400 billion plus market for accelerators, with a growing demand for both training and inference in the coming years.

AMD acknowledges the diverse set of AI models and needs, highlighting the expansion of the semiconductor supply chain to address the high demand.

AMD's Accelerated Revenue Growth and Product Development

AMD has exceeded $1 billion in revenue from air accelerators in the second quarter and anticipates continued growth throughout the year, attributing it to high demand and tight supply chains.

The company is strategically competing with Lisa, the dominant player in data center accelerators, by committing to an annual cadence of launching new products, including the upcoming May 325 series and the future Am I 350 series.

AMD is also focusing on the PC market, expecting a strong second half of the year and emphasizing the significance of APCs in transforming the role of PCs in both corporate and consumer environments.

AMD's Positive Outlook on Future Products and Partnerships

AMD is excited about the launch of its new generation of chips, expecting a boost in the second half of the year.

The gaming segment may see improvement after the next console refresh cycle, with AMD having a strong long-term alignment in this market.

The company values its partnerships and sees great potential in expanding sales channels, particularly in the enterprise server business and the public sector.

AMD's Fifth-Generation Epic and Expansion in the Enterprise Market

AMD has made significant progress with its fourth and fifth-generation Epic processors, gaining new design wins from customers who have never used AMD before.

The company's success in the enterprise market is attributed to its best performance per dollar and per watt, appealing to a broad range of customers for traditional computing, AI, and HPC workloads.

AMD is focused on talent acquisition, highlighting its impressive engineering team and the recent announcement of acquiring Sarlo AI, a company based in Europe, to strengthen its talent pool.