AMD 데이터 센터 매출 $6.7B 달성, AI 수요 급증으로 두 배 증가
AMD는 AI 수요에 힘입어 전년 대비 107% 증가한 $6.7B의 데이터 센터 매출을 발표했다. 이 성장은 게임 매출 31% 감소를 상쇄하며 AI 인프라로의 전략적 전환을 시사한다.
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.