AMD 数据不错

Core Viewpoint - AMD's Q3 performance shows significant revenue growth, but the market remains focused on its gross margin, which has not exceeded expectations. Group 1: Financial Performance - Q3 revenue reached a record $9.2 billion, representing a 36% year-over-year increase [1][2] - Net income rose to $1.24 billion, up from $771 million in the same quarter last year, translating to earnings per share of $0.75 compared to $0.47 [1][2] - Gross margin remained stable at 54%, unchanged from the previous year [2] Group 2: Future Guidance - The company provided revenue guidance for the next quarter with a median estimate of $9.6 billion, reflecting a 25% year-over-year growth [2] - Expected revenue range for the next quarter is between $9.3 billion and $9.9 billion, with a gross margin forecast of approximately 54.5% [2] Group 3: Product Development and Partnerships - AMD plans to launch the next-generation 2nm Venice processors by 2026 [3] - Anticipated strong customer momentum before the release of the next-generation MI400 series accelerators and Helios rack-level solutions [3] - Collaboration with OpenAI is expected to yield initial results in the second half of next year [3] - Deployment of thousands of MI450 GPUs in Oracle Cloud Infrastructure is planned to start in 2026, with expansion into 2027 and beyond [3] - Strategic planning from a rack perspective is expected to drive gross margin increases [3]