More Than Moore

More Than Moore

AMD 2025 Q2 Financials

Revenues up, but MI308 headwinds hit hard

Ryan Smith's avatar
Dr. Ian Cutress's avatar
Ryan Smith and Dr. Ian Cutress
Aug 06, 2025
∙ Paid

Although AMD is still the smaller of the major vendors in both the GPU and x86 CPU markets, you would hardly be able to tell from looking at them from the outside. The company’s years-long growth spurt has, at this point, not only seen the fortunes grow by leaps and bounds over even just earlier in this decade, but it’s become something of a status-quo …

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