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AMD's Fortunes Are Improving
#9
https://www.extremetech.com/computing/27...-instances
Quote: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.
...
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
Quote: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.
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Messages In This Thread
AMD's Fortunes Are Improving - by SteelCrysis - 03-01-2018, 04:03 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-01-2018, 05:44 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-06-2018, 10:13 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-10-2018, 10:41 AM
RE: AMD's Fortunes Are Improving - by dmcowen674 - 03-11-2018, 02:08 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-13-2018, 09:14 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 04-26-2018, 09:20 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-11-2018, 07:40 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-25-2018, 08:31 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 11-30-2018, 05:34 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 12-01-2018, 02:54 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 12-03-2018, 10:26 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 12-05-2018, 11:04 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 12-21-2018, 11:16 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 01-09-2019, 03:29 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 01-31-2019, 11:32 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 02-08-2019, 02:20 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-20-2019, 03:01 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-25-2019, 03:48 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-25-2019, 09:37 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 04-04-2019, 12:56 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 04-08-2019, 05:16 AM
RE: AMD's Fortunes Are Improving - by gstanford - 04-08-2019, 12:56 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 04-09-2019, 07:37 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 04-11-2019, 02:21 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 04-15-2019, 05:48 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 05-06-2019, 05:30 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 05-10-2019, 09:11 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 05-20-2019, 06:46 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 05-24-2019, 10:21 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 06-16-2019, 11:16 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 06-27-2019, 08:11 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 07-09-2019, 11:12 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 07-31-2019, 04:24 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 08-06-2019, 01:04 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 08-14-2019, 08:40 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 08-16-2019, 04:21 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 08-30-2019, 08:11 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 09-02-2019, 09:12 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 09-19-2019, 08:06 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 09-24-2019, 08:42 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 09-25-2019, 08:15 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 09-27-2019, 09:49 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-04-2019, 08:56 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-09-2019, 03:35 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-16-2019, 09:08 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-22-2019, 08:20 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-25-2019, 08:06 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-30-2019, 04:07 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-31-2019, 10:22 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 11-07-2019, 02:02 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 11-07-2019, 09:20 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 11-08-2019, 10:31 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 11-14-2019, 09:11 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 12-05-2019, 10:01 AM

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