AMD (AMD-US) released strong growth signals in its latest earnings call. CEO Lisa Su stated, "We are still in the early stages of a multi-year AI adoption cycle." Q2 revenue reached $11.5 billion, up 50% YoY, with data center business growing 107% YoY to $6.7 billion, accounting for 58% of total revenue.

EPYC processors set revenue records for the fifth consecutive quarter, with cloud and enterprise sales growing over 70% YoY. The new Venice series, featuring Zen 6 core and 2nm technology, delivers 2x x86 and 3.3x ARM performance.

The Helios AI platform is seeing strong demand, exceeding AMD's initial projections. Major deployments are planned with OpenAI, Meta, and Anthropic, with Microsoft also deploying Helios on Azure. AMD forecasts the data center AI accelerator market to reach $1.4 trillion by 2030.

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  • Source: PR Times
  • Category: Event
  • Organizations: OpenAI / Meta / Anthropic
  • Products / services: Venice CPU