AMD Q4 Earnings: 60%+ Data Center Growth for 3-5 Years

AMD’s data center segment revenue increased 39% year-over-year to a record $5.4 billion, led by Instinct GPUs and EPYC CPUs. Of this, $390 million was from MI308 sales to China, which means the DC segment reported closer to $5.0 billion in revenue. That number is worrisome to the market because it would mean QoQ growth of 15% for Q4, down from 34% QoQ growth in Q3.

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