2 weeks ago everyone raised concerns about AMD focusing only on CPU and very poor presentation about GPUs and MI accelerators. If AMD only wanted to focus on CPU they should have called it a Advancing Datacenter not Advancing AI. There were no demos, turnkey solutions, end-to-end solution designs, go-to-market presentations that help gain trust in AMD capability to grow. Deliver results. Even if MI300 sales have gone from 0 to 5Billion in a year AMD fails to showcase that growth but talking too much about the CPU. Intel is a dead horse, why put energy in beating the dead horse and keep talking about CPU market.
Everyone is interested to hear AMD say out loud that they have partners, enablers, solutions, products in use and adoption is growing. But this message is hidden in or in subtext, then no one will care to unravel this mystery novel.
Earnings call was an opportunity to show strength but again AMD missed to regain the lost trust. I can understand many questions were outright stupid and unreasonable but Lisa Su kept giving irrelevant or abstract response.
This does show AMD's weakness in winning new customers. In 2024 AMD did not win a single big customer for MI300 and if demand is "good" the 2025 guidance was very bad.
Where did you get info that Meta uses MI300X exclusively for Llama 3.1 405B? Would that mean both training and inference?
Specifically here I meant to say inference. It was in the prepared remarks from Lisa.
What's wrong with AMD management?
2 weeks ago everyone raised concerns about AMD focusing only on CPU and very poor presentation about GPUs and MI accelerators. If AMD only wanted to focus on CPU they should have called it a Advancing Datacenter not Advancing AI. There were no demos, turnkey solutions, end-to-end solution designs, go-to-market presentations that help gain trust in AMD capability to grow. Deliver results. Even if MI300 sales have gone from 0 to 5Billion in a year AMD fails to showcase that growth but talking too much about the CPU. Intel is a dead horse, why put energy in beating the dead horse and keep talking about CPU market.
Everyone is interested to hear AMD say out loud that they have partners, enablers, solutions, products in use and adoption is growing. But this message is hidden in or in subtext, then no one will care to unravel this mystery novel.
Earnings call was an opportunity to show strength but again AMD missed to regain the lost trust. I can understand many questions were outright stupid and unreasonable but Lisa Su kept giving irrelevant or abstract response.
This does show AMD's weakness in winning new customers. In 2024 AMD did not win a single big customer for MI300 and if demand is "good" the 2025 guidance was very bad.
Great to see Ryan!