Thanks for getting the last entries in.
Lisa and Jean were talking about very high growth rate for server in H2.
The fact that Intel went up 1 billion in client revenue is foreshadowing another client side market share loss.
While the desirability of the client processor may be 50:50 between AMD and Intel, the market share of processors sold is going to be almost back to Bulldozer era. The lowest in 5 to 10 years. So either extreme mismanagement of client business or extreme manipulation of the market by Intel.
Last quarter, Lisa said nothing about correcting this problem. It's as if AMD doesn't think this is a problem.
If they said nothing about correcting the problem, likely nothing was corrected, and with Intel client numbers out, Pat Gelsinger is just doubling down on the tactics, rolling over the incompetent AMD management
Anyway, even if datacenter picks up, client CPU, client GPU, gaming, Xilinx, none of them are likely going to have a breakout performance, all probably between slightly down, flat and slightly up. So there is a lot for the datacenter CPU to overcome to have a very positive guidance.
AI will likely not have meaningful revenue in Q3. Maybe Q4, but not much to go into Q3 guidance.
Anyway, that's the background for my low outlook number... |
