Comments on: Datacenter And Xilinx Power Through In Q4 And Beyond For AMD https://www.nextplatform.com/2023/02/01/datacenter-and-xilinx-power-through-in-q4-and-beyond-for-amd/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Thu, 16 Feb 2023 19:14:36 +0000 hourly 1 https://wordpress.org/?v=6.7.1 By: Michael Alan Bruzzone https://www.nextplatform.com/2023/02/01/datacenter-and-xilinx-power-through-in-q4-and-beyond-for-amd/#comment-204503 Tue, 07 Feb 2023 18:21:52 +0000 https://www.nextplatform.com/?p=141854#comment-204503 AMD 2022 on financial on channel data;

AMD revenue per unit = $149.82
Less Fixed @ $102.07
Less Variable @ $29.89
Average Total Cost = 131.97
Net Take $17.85 on 157,525,123 units = $2.812 B
Note cost of sales per unit $17.48; mc = mc = sales pays for itself
Less ammonization acquisition related $1.448 B and change $1.492 B
Profit = $1.320 B

Data Center (Epyc primarily) = 6,708,038 units at net take $900

Specific DC GPU Vega and RDNA ll accelerators returned to the channel = 5.3% of Vega generation, 1.6% of RDNA ll generation and 0.08% of RDNA lll generation

Client desktop and mobile = 69,608,787 units at net $89
Gaming = 76,502,442 units at net $89 of which 60 M are console and remaining dGPU
Embedded = 4,705,656 units at $967.35 q2 through q4 2022

Mike Bruzzone, Camp Marketing

]]> By: hoohoo https://www.nextplatform.com/2023/02/01/datacenter-and-xilinx-power-through-in-q4-and-beyond-for-amd/#comment-204331 Thu, 02 Feb 2023 17:37:22 +0000 https://www.nextplatform.com/?p=141854#comment-204331 In reply to Timothy Prickett Morgan.

It sure would help also if AMD had a turnkey distribution of ROCm etc for the major linux distros.

]]> By: Timothy Prickett Morgan https://www.nextplatform.com/2023/02/01/datacenter-and-xilinx-power-through-in-q4-and-beyond-for-amd/#comment-204311 Thu, 02 Feb 2023 03:08:22 +0000 https://www.nextplatform.com/?p=141854#comment-204311 In reply to EC.

It all starts with good–and cheap by comparison–hardware. They did that with MI250X. We will see how MI300 does. But there had better be some MI300 discrete GPUs, and they better have some heft.

]]> By: EC https://www.nextplatform.com/2023/02/01/datacenter-and-xilinx-power-through-in-q4-and-beyond-for-amd/#comment-204310 Thu, 02 Feb 2023 03:04:04 +0000 https://www.nextplatform.com/?p=141854#comment-204310 >>datacenter GPU sales fell by 35.7 percent to $295 million for 2022

According to CEO Su, AI is the most important initiative for AMD, so this can only be characterized as a limp effort. Backing Mellanox out of Nvidia’s Data Center numbers, Nvidia is selling close to $10B GPUs (TTM) in DC, or 34X AMD’s effort. So AMD is responsible for 3% of GPU data center sales by revenue. Not sure how they get onto the AI solution short list, but if it’s their most important segment, they better get on with it.

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