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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 233.54-1.8%Nov 7 9:30 AM EST
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To: neolib who wrote (50865)8/1/2023 4:26:01 PM
From: neolibRead Replies (2) of 72194
 
So gaming down 10% QoQ and Embedded down 7% QoQ, but data center up 2% QoQ, and client up 35% QoQ. Also note that in data center, the Xilinx portion, which is fairly small I think, was down QoQ.

They did state that Genoa revenue doubled (I think this means sequentially, so QoQ). Unfortunately, not magnitude reference there.

So client going from 739 to 998 or +259M was really the only bright spot IMHO.

Console grew YoY, that means it must be significantly above $1B, meaning GPU is now significantly below 600M.
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