在第四季度达成一系列巨额交易之后，AMD本季度也面临着很高的业绩目标，这些交易包括与 OpenAI和Oracle的合作。 第四季度，随着人工智能工具所需的数据中心需求持续飙升，各公司也加大了投资力度。 如果您希望可以时常见面，欢迎标星收藏哦~ AMDCEO苏姿丰为公司疲软的业绩预测辩护，周三她告诉 CNBC，这家芯片制造商近几个月来需 求有所上升，但与此同时，该公司股价暴跌 17%，创下自 2017 年 5 月以来最糟糕的单日表现。 "作为业内人士，我可以告诉你，人工智能的发展速度是我之前无法想象的，"她告诉 CNBC ，并 补充说，需求持续超过计算需求。 苏姿丰表示，AMD的数据中心业务从第四季度到第一季度加速增长，随着企业快速增加人工智能 企业工作的计算能力，对其中央处理器的需求"呈爆炸式增长"。 该公司周二公布的第四季度业绩超出华尔街预期，但一些分析师认为其前景疲软，令业绩黯然失 色。 AMD表示，预计第一季度营收为98亿美元，上下浮动3亿美元。此前预期为93.8亿美元。 一些分析师预计，在人工智能支出增加和大规模数据中心建设的推动下，该公司前景将更加强劲。 苏姿丰告诉 CNBC，随着 AMD 开始交付 ...

Core Insights - Advanced Micro Devices (AMD) has shown strong revenue growth in its data center segment, with sales increasing by 57% to $3.7 billion, despite a 35% decline in stock performance over the past year [2][6]. Group 1: Data Center Growth - AMD has become the leader in the data center CPU market, with significant growth attributed to its EPYC chips and increased adoption by cloud computing providers [3][4]. - The company is experiencing robust demand for its GPUs in generative AI tasks, with major tech companies utilizing its GPUs for AI model training and inference [4][5]. Group 2: Financial Performance - In Q1, AMD reported overall revenue growth of 36% to $7.44 billion, with adjusted earnings per share (EPS) rising 55% to $0.96, surpassing analyst expectations [8]. - The client and gaming segment revenue increased by 28% to $2.9 billion, driven by high-end Ryzen CPUs, although gaming revenue fell by 30% due to lower semi-custom revenue [9]. Group 3: Future Outlook - Despite facing export restrictions that could result in a $1.5 billion revenue loss for the year, AMD forecasts strong double-digit percentage revenue growth in 2025 and projected Q2 revenue of $7.4 billion, representing 27% growth [6][7]. - The inference market for AI chips is expected to grow significantly, and AMD's established position in this segment could drive future growth [11]. Group 4: Valuation - AMD's stock is currently trading at a forward price-to-earnings ratio of 26.5 times 2025 estimates and about 18 times 2026 estimates, indicating a more attractive valuation compared to the previous year [12].