AMD's Fortunes Are Improving

[SteelCrysis]

https://www.extremetech.com/computing/27...-instances

AMD and Oracle jointly announced today that AMD’s Epyc servers are now available as Oracle cloud compute instances. It’s a significant win for AMD, which has been slowly growing its server market share since it launched its Zen-based Epyc CPU family back in 2017. Oracle is now the third major cloud provider working with the company, alongside Microsoft and Baidu.
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But one thing we can say: AMD is executing the roadmap it said it would execute with Zen. Lisa Su promised a slow product ramp and that new partners would come onboard, and that’s happening. She’s made modest forecasts targeting mid-single-digit server market share this year and as far as we know, she’s meeting them. Little by little, the pieces are falling into place.

https://www.techpowerup.com/248876/amd-s...us-only-30

Following the release of the Q3 financial results by AMD, the stock market was quick to respond to less-than-expected operating income and market share numbers with a ~9.2% drop in share price before the markets closed. This was then followed by fervent after-hours trading resulting an even bigger drop to a share price of $17.88 at the time of this post, compared to the starting value of $25.04 earlier today. The small hike and drop after-hours also indicates some enterprising parties made use of the lower share values to their profit.

AMD held a teleconference for their investors to go along with the report, and attempted to better explain what was going on. In particular, they attribute the decreased client GPU sales to a big decrease in the blockchain GPU sales market (read GPU mining) relative to the first half of 2018. The lack of competing products to take on NVIDIA Pascal-, and then Turing-based, GPU solutions also does not help. As it stands, AMD shared news that GPUs now contribute to only ~30% of their revenue with the other 70% coming from the Ryzen-based processor division instead. They hinted strongly at new products coming from both segments, including an on-track path for a 7 nm datacenter GPU later this year and new Ryzen+Vega-powered notebooks, but it appears that more needs to be done to appease their investors at this point.