AMD's Data Center & AI Momentum: EPYC Success and Instinct Customer Wins

Описание: This segment details AMD's strong market traction. The speaker reports significant momentum in the data center driven by EPYC processors, highlighting their adoption by major cloud providers and businesses and announcing a record 40% market share. The segment pivots to AMD's AI hardware success, mentioning the MI250X and MI300A enabling exascale supercomputing (powering the world's two fastest supercomputers). It then discusses the extension of this leadership to GenAI with MI300X and MI325, listing a series of key GenAI customers now utilizing AMD Instinct accelerators in their data centers, including major names like Microsoft, Meta, Oracle, OpenAI, xAI, Tesla, Cohere, and Luma.

#AMD #DataCenter #AIAcceleration #EPYC #Instinct #Supercomputing #GenAI #MarketShare #CustomerWins