AMD数据中心业务收入激增，AI需求推动收入翻倍至67亿美元
amd報告數據中心收入為67億美元，同比增長107%，由ai需求驅動。這一增長抵消了遊戲收入31%的下滑，標誌著戰略轉向ai基礎設施。
amd's q2 earnings report revealed data center revenue of $6.7 billion, a 107% year-over-year increase, driven by widespread adoption of its ai-focusedInstinct MI300 accelerators. the division now accounts for over half of amd's total revenue, which hit a record $11.5 billion, while gaming revenue declined by 31% to $779 million. ceo lisa su attributed the success to ai-driven demand for compute capacity, positioning amd to capture a larger share of the ai infrastructure market against competitors like nvidia. this shift underscores the industry-wide pivot toward ai hardware, as legacy gaming and client segments contribute less to overall growth.