AMD data center revenue surpasses Intel's for the first time, driven by strong Epyc CPU sales

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Recap: AMD reported Q3 2024 revenues of $6.819 billion, an 18 percent summation from $5.8 cardinal successful nan aforesaid play past year. Gross profit reached $3.4 billion, up 24 percent year-over-year (YoY), while nett income stood astatine $771 million, marking a 151 percent summation complete Q3 2023.

The beardown results were driven by grounds information halfway revenues of $3.549 billion, up 122 percent YoY and 25 percent sequentially, fueled chiefly by precocious request for EPYC CPUs. Revenue from nan customer conception was $1.9 billion, a 29 percent YoY and 26 percent sequential increase, mostly owed to robust income of AMD's caller Zen 5 desktop processors.

Revenue from nan gaming segment, which includes discrete Radeon GPUs and semi-custom SoC products, was $462 million, down 69 percent from Q3 2023 and 29 percent from Q2 2024, chiefly owed to a diminution successful semi-custom revenue. AMD does not disclose GPU revenues separately.

Embedded conception gross was $927 million, down 25 percent YoY but up 8 percent sequentially. This conception includes nan caller EPYC Embedded 8004 bid processors for high-performance workloads and nan budget-friendly Alveo UL3422 accelerator paper for ultra-low latency physics trading applications.

AMD overtook Intel for nan first clip successful information halfway gross successful 3Q24. But, their DC gross standard is mini that they are little than NVIDIA's networking (non compute) gross alone. pic.twitter.com/3LEGTkDF8T

– Sravan Kundojjala (@SKundojjala) November 3, 2024

AMD's third-quarter financials are mostly positive, but nan standout metric is its grounds information halfway revenue, which surpassed Intel's information halfway and AI group's net for nan first time. Just past week, Chipzilla reported DCAI revenues of $3.3 billion, down from astir $6 cardinal successful Q1 2022.

Launched past month, AMD's Epyc 9005 "Turin" processors characteristic caller Zen 5 and 5c halfway architectures. The lineup is led by nan EPYC 9965, which features 192 Zen 5c cores, 384 threads, a guidelines timepiece of 2.5GHz, and a boost timepiece of up to 3.7GHz. It offers 384MB of L3 cache and has a default TDP of 500W. It retails for $14,813.

AMD's latest EPYC processors compete successful nan information halfway marketplace pinch Intel's Granite Rapids and Sierra Forest lineups. Launched earlier this year, Intel's caller Xeon 6 6900 "Granite Rapids" bid is led by nan Xeon 6980P, featuring 128 high-performance cores and 256 threads. It has a guidelines timepiece of 2.0 GHz, a boost timepiece of 3.9 GHz, 504 MB of L3 cache, and a default TDP of 500W, pinch a value tag of $17,800.

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