
Principal Member of Tech Staff @AMD Founder @ScaleComputing
Austin
Joined September 2010
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Jason Collier retweeted
Ran into @bocanuts at the show. I asked him if he had any AMD Strix Halo under that hat.
Jason Collier retweeted
$AMD with a revenue beat, EPS meet, and a raise. Remember China wasn't unstuck before the quarter closed and that write-off impacted EPS. Record Epyc, record Ryzen,very strong desktop, strong console, flat embedded. More on the podcast.
$AMD Earnings:
- Second quarter revenue was a record $7.7 billion, gross margin was 40%, operating loss was $134 million, net income was $872 million and diluted earnings per share was $0.54.
- On a non-GAAP basis, gross margin was 43%, operating income was $897 million, net income was $781 million and diluted earnings per share was $0.48.
- Data Center segment revenue was $3.2 billion, up 14% year-over-year primarily driven by strong demand for AMD EPYC™ processors more than offsetting headwinds impacting AMD Instinct MI308 shipments to China.
- Client and Gaming segment revenue was $3.6 billion, up 69% year-over-year. Client revenue was a record $2.5 billion, up 67% year-over-year primarily driven by strong demand for the latest “Zen 5” AMD Ryzen™ desktop processors and a richer product mix. Gaming revenue was $1.1 billion, up 73% year-over-year driven by an increase in semi-custom revenue and strong AMD Radeon™ GPU demand.
- Embedded segment revenue was $824 million, down 4% year-over-year as demand in end markets remained mixed.
“We delivered strong revenue growth in the second quarter led by record server and PC processor sales,” said Dr. Lisa Su, AMD Chair and CEO. “We are seeing robust demand across our computing and AI product portfolio and are well positioned to deliver significant growth in the second half of the year, driven by the ramp of our AMD Instinct MI350 series accelerators and ongoing EPYC and Ryzen processor share gains.”
“We achieved 32% year-over-year revenue growth and generated record free cash flow this quarter, reflecting our disciplined execution,” said Jean Hu, AMD EVP, CFO and Treasurer. “Our strategic investments across hardware, software and systems position us well to support robust future growth and drive long-term shareholder value.”
research.alpha-sense.com?doc…
Jason Collier retweeted
Major welcome and congratulations to @Tesla and @elonmusk for joining @ultraethernet.
In less than a year we've grown to nearly 100 companies, all devoted to open, scalable, next-generation #Ethernet networks for AI and HPC workloads.
ultraethernet.org
A relatively light SST this time around. "No new HDDs" still under discussion, a history lesson on AFAs, AI hype exceeds reality, links for education, and watch out for Memory Tiering. Oh, and a WTF moment in the Bonus Round. jmetz.com/2023/07/storage-sh… via @drjmetz
Jason Collier retweeted
Why I will never do another @kickstarter campaign. #Thread
I have to thank @NightdiveStudio for putting the nail in that coffin. (1/19)
(cc @aarondelp)
Jason Collier retweeted
In #F1, every second matters. Team @MercedesAMGF1 counts on AMD EPYC processors to help develop the best possible #aerodynamics for its race cars. bit.ly/3NpVdqH
Jason Collier retweeted
The AMD Data Center and AI Tech Premiere event is happening TOMORROW, June 13th at 10am PT/ 1pm ET. Watch the event LIVE on YouTube in 24 hours ⬇️
bit.ly/3X633ZB
Jason Collier retweeted
🚨 The AMD Data Center and AI Tech Premiere event begins in 15 minutes! 🚨
Join us LIVE to see how AMD is advancing the modern data center and AI. bit.ly/3NrHWOb
Jason Collier retweeted
Thanks to all who joined us for the reveal of the next generation of our high performance and adaptive computing solutions. Relive the best moments of the Data Center and AI Technology Premiere! bit.ly/3No4JKN
#EFD1 #ZTP "Zero Touch Provisioning" will be imperative and a "table-stakes feature" for edge computing to become pervasive. The retail store manager needs to plug in power and network and just have it work. @ScaleComputing is on the right track.
Jason Collier retweeted
Live and on-site with @avassasystems at the first Edge Field Day! #EFD1
Jason Collier retweeted
Edge Field Day #EFD1 is underway with our partners at @avassasystems. Check back in at 10 AM PT to hear from @ScaleComputing — techfieldday.com/event/efd1/

















