3 ms·
I wouldn't hold your breath. As long as there's an insatiable demand for EPYC server CPUs, the workstation parts need to have similar margins because they use t
by mastax 3y ago
I wouldn't hold your breath. As long as there's an insatiable demand for EPYC server CPUs, the workstation parts need to have similar margins because they use the same dies.
- iopq 3y agoI looked at AMD's earnings. There's not an insatiable demand, AMD is not making a profit. When there was a real insatiable demand for GPUs AMD actually did make money hand over fist
- effie 3y ago> Data Center segment revenue was $1.3 billion, down 11% year-over-year primarily due to lower 3rd Gen EPYC processor sales as Enterprise demand was soft and Cloud inventory levels were elevated at some customers. https://ir.amd.com/news-events/press-releases/detail/1146/amd-reports-second-quarter-2023-financial-results https://ir.amd.com/news-events/press-releases/detail/1146/am...
- effie 3y agoJudging by AMD's Q2 financials, there most probably isn't insatiable demand for EPYC CPUs right now. But probably AMD won't sell the chips with discount as Threadrippers, either because they already sit finalized in EPYCs in a warehouse, or to prevent companies buying lots of Threadrippers and using them in datacenters. They probably want to make the big money in the datacenter, and they're willing to take a short-term revenue hit if it helps to motivate the buyers to spend in the future.