Comments on: AMD Moves Up Instinct MI355X Launch As Datacenter Biz Hits Records https://www.nextplatform.com/2025/02/04/amd-moves-up-instinct-355x-launch-as-datacenter-biz-hits-records/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Thu, 13 Feb 2025 04:02:08 +0000 hourly 1 https://wordpress.org/?v=6.7.1 By: Michael Bruzzone https://www.nextplatform.com/2025/02/04/amd-moves-up-instinct-355x-launch-as-datacenter-biz-hits-records/#comment-248442 Mon, 10 Feb 2025 17:59:45 +0000 https://www.nextplatform.com/?p=145259#comment-248442 I have AMD q4 2024 Data Center Epyc revenue at $2.0436 B and Instinct at $1.8564 B for 797,074 Epyc that is slightly lower than my original estimate and between 181,554 and 263,319 Instinct respectively. I’m still considering Mi300_ to Mi355_ transition subject my lower volume estimate including Mi355_ where my higher carries over q3 net price take. I’m between 738,265 and 793,003 Mix30_ produced on $5.5224 B in revenue from q4 2023 through q4 2024.

Instinct carried AMD Data Center division in q4 as the cake on channel saturation in the server market with Epyc as the frosting subject AMD decline in server component production q/q. Albeit TR7K saw a rise in 1P workstation volume. In the channel Bergamo, Genoa, Sienna and Milan all gained supply availability q/q.

Full product line insights find my AMD q4 2024 channel on financial reconciliation in comment string here;

https://seekingalpha.com/article/4756437-amd-ai-path-pulled-forward

Mike Bruzzone, Camp Marketing

]]> By: peter j connell https://www.nextplatform.com/2025/02/04/amd-moves-up-instinct-355x-launch-as-datacenter-biz-hits-records/#comment-247863 Thu, 06 Feb 2025 04:35:33 +0000 https://www.nextplatform.com/?p=145259#comment-247863 Blackwell was announced nearly a year ago. AFAICT, it is not out of the woods yet.
https://www.google.com/search?q=blackwell+problems&oq=blackwell+problems&gs_lcrp=EgZjaHJvbWUyCQgAEEUYORiABDIICAEQABgWGB4yCAgCEAAYFhgeMggIAxAAGBYYHjIICAQQABgWGB4yDQgFEAAYhgMYgAQYigUyDQgGEAAYhgMYgAQYigUyDQgHEAAYhgMYgAQYigUyBwgIEAAY7wUyBwgJEAAY7wXSAQg5Mzc1ajBqN6gCALACAA&sourceid=chrome&ie=UTF-8
(AND that is w/ PITA liquid cooling)
Dunno why the media treat it as an accomplished fact. Its n

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