More Than Moore

More Than Moore

AMD 2024 Q2 Financials: It's all AI++

Analysis and Analyst Q&A

Dr. Ian Cutress's avatar
Dr. Ian Cutress
Jul 30, 2024
∙ Paid

If you've been following AMD's financials the last few quarters, there have been a number of key trends in play. The biggest is the piece of the AI pie that the company is getting - launch of its MI300X series of GPU/AI accelerators has occured and ramping through from Q4 2023 into 2024. Throughout the last few quarters, AMD has been increasing its 2024…

User's avatar

Continue reading this post for free, courtesy of Dr. Ian Cutress.

Or purchase a paid subscription.
© 2026 Dr. Ian Cutress · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture