Data center is now our largest segment. So almost half of our business 47% of our business approximate there. We are now let's call it roughly about 40% revenue share of the market in the most attractive uh segments of the market.So large hyperscaler you know very much standardizing uh you know AMD technology through our five generations in addition to you know growing enterprise footprint and it's growing it's growing much faster than the other pieces. uh one because the TAM is growing and the other becaus ...

Core Insights - AMD is entering a new growth era driven by its leadership in technology and AI, with a long-term revenue CAGR target exceeding 35% and a non-GAAP EPS target above $20 [1][12] - The company emphasizes its broad product portfolio and strategic partnerships, positioning itself to lead in high-performance and AI computing [2] Product Leadership and Momentum - AMD's ROCm™ open software has seen a 10x increase in downloads year-over-year, indicating strong developer engagement [4] - The AI PC portfolio has expanded 2.5x since 2024, with AMD Ryzen™ powering over 250 platforms, and is expected to achieve up to 10x performance gains with next-generation processors [5] - AMD has secured over $50 billion in design wins since 2022 in its embedded segment, positioning itself for AI-driven growth from cloud to edge [6] Technology Leadership - AMD is extending its innovations in chiplet design, packaging, and interconnect technology to enhance AI performance and efficiency [7] - The AMD Instinct™ MI350 Series GPUs are the fastest ramping products in the company's history, with significant deployments by leading cloud providers [8] Long-Term Growth Targets - AMD aims for a greater than 60% revenue CAGR in its data center business and over 80% CAGR in data center AI [12] - The company expects to achieve more than 50% market share in server CPUs and over 40% in client revenue market share [12] - AMD plans to exceed 70% revenue market share in adaptive computing and expand its embedded segment opportunities [12]

Core Insights - AMD's CEO, Lisa Su, projects that the data center chip and system market will grow to $1 trillion by 2030, driven primarily by artificial intelligence [1] Group 1: Market Growth - The anticipated growth in the data center market is largely attributed to advancements in artificial intelligence [1] - The market includes AMD's central processing units (CPUs), networking chips, and specialized AI chips [1]

Group 1 - James Foord is an economist with a decade of experience analyzing global markets and leads The Pragmatic Investor, focusing on building diversified portfolios to preserve and increase wealth [1] - The Pragmatic Investor covers various sectors including global macro, international equities, commodities, technology, and cryptocurrencies, aimed at guiding investors of all levels [1] - Features of The Pragmatic Investor include a dedicated portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for investor interaction [1]

Group 1 - Stone Fox Capital is a Registered Investment Advisor (RIA) based in Oklahoma, led by Mark Holder, a CPA with extensive experience in investing and portfolio management [1] - Mark Holder has 30 years of investing experience, including 15 years as a portfolio manager, and leads the investing group Out Fox The Street [1] - The investing group provides stock picks, deep research, model portfolios, daily updates, real-time alerts, and community chat for readers [1]

Overview of AMD Embedded Development Framework (EDF) - AMD EDF is a methodology for developing and distributing embedded software components for AMD adaptive SoC and FPGA products [2] - EDF is based on open-source tools, including a Yocto Project-based build environment, offering a full software stack from Linux and boot firmware to RTOS and hypervisor support [3] - AMD provides pre-configured system images for evaluation, supporting advanced and multistage boot flows [4] - EDF aims to shorten the development cycle from evaluation to deployment with prebuilt images and automated flows [5] Key Features and Capabilities - Supports platform-level development and embedded software solutions [2] - Offers decoupled software and hardware environments for product development and maintenance [4] - Supports single and multistage boot options, accommodating various boot devices and configurations [9] - Multistage boot initializes hardware in two steps: primary boot via OSPI and secondary boot via SD card [10][11] Getting Started and Evaluation - Requires an AMD Versal evaluation kit and the corresponding AMD EDF Linux BSP Disk Image [6] - The demo uses the Versal AI Edge Series Gen 2 VEK385 evaluation board, supporting multistage boot via OSPI and SD card [7] - The BEAM (Board Evaluation and Management) tool, a web-based GUI, allows monitoring and modifying board parameters [18] Practical Implementation - The process involves connecting to the system controller, programming the OSPI flash with a bootloader, and booting EDF Linux from an SD card [2] - Includes loading a prebuilt PL firmware application and testing it on the development board using a Python script [2][8] - The default boot architecture for VEK385 boards is multistage boot [9]

Overview of AMD Embedded Development Framework - AMD Embedded Development Framework (EDF) explores the Software Hardware Exchange Loop (SHEL) flow [1] - The tutorial demonstrates generating an XSA from AMD Vivado design suite, building a system device tree, and creating a custom Linux image using the Yocto Project [1] SHEL and Hardware-Software Integration - SHEL streamlines hardware–software integration across AMD Vivado, Vitis tools, and open-source tools [1] - SHEL enables efficient handoff and deployment on AMD Versal™ VEK385 platforms [1] Resources and Contact - More information is available at https://www.amd.com/en/products/software/adaptive-socs-and-fpgas/embedded-software/embedded-development-framework.html [1] - Subscribe to AMD at https://bit.ly/Subscribe_to_AMD [1] - Join the AMD Red Team Discord Server: https://discord.gg/amd-gaming [1]

AI 市场展望 - AMD 预计到 2030 年，人工智能的潜在市场规模将超过 1 万亿美元，远高于今年早些时候预测的 5000 亿美元 [1] - 1 万亿美元的预测包括 AI 芯片、传统 CPU 以及网络产品 [3] - CPU 需求因 AI 而加速增长 [4] AMD 业务增长 - AMD 认为服务器业务有明确的增长路径，预计增长率将超过 50% [5][6] - AMD 预计未来 5 年数据中心 AI 收入将以每年 80% 的速度增长 [5] - AMD 的下一代 AI 芯片和 rackscale 系统预计到 2027 年将带来数百亿美元的收入 [5] 竞争态势 - AMD 的 rack 系统旨在提升其在数据中心堆栈中的地位，从而更好地与英伟达竞争 [6] - 英特尔股价在 AMD 预计服务器份额将大幅增长后下跌 [6]

Group 1 - AMD CEO Lisa Su announced a significantly increased forecast for the total addressable market (TAM) for AI, projecting it to exceed $1 trillion by 2030, up from the previously outlined $500 billion earlier this year [1][2] - The $1 trillion figure includes not only AI chips but also AMD's traditional CPU chips and networking products, which some analysts may view as too inclusive compared to competitors like Nvidia [3] - AMD's CPU demand is accelerating due to AI, as general-purpose compute is essential alongside advanced graphics chips [4] Group 2 - AMD expects over 50% growth in its server business and anticipates data center AI revenue to grow 80% annually over the next five years [5] - The next generation of AMD's AI chips and rack-scale systems is projected to generate tens of billions of dollars in revenue by 2027 [5] - AMD's advancements in rack systems are aimed at enhancing its competitiveness against Nvidia in the data center market [6]

Advanced Micro Devices (AMD) CEO Lisa Su said she believes the data center market will be worth $1 trillion by 2030. AMD stock rose 5% in premarket trading on Wednesday following the news. Su made the announcement during the chipmaker's Financial Analyst Day in New York on Tuesday, where she outlined the company's revenue growth and projections for its performance moving forward. Su also revealed that the firm is seeing strong momentum with multiple gigawatt-scale project opportunities for its MI450 ser ...