AMD surpasses Intel in the server market.

According to Tom's Hardware , AMD's Q4 2024 revenue report showed $7.7 billion, a 24% increase year-on-year. Gross profit margin reached 51%, while operating profit increased 155% to $871 million. However, net profit decreased 28%, to $482 million.

The biggest highlight of these financial results is the breakthrough growth in the server CPU segment. Revenue from the data center division, including EPYC processors and AI accelerators, reached a record high of $3.9 billion, a 69% increase compared to Q4 2023. This marks the first time AMD has surpassed Intel in server CPU revenue, while Intel's data center and AI segment only recorded $3.4 billion, with operating profit reaching $200 million.

AMD EPYC processors, designed specifically for server and data center systems, play a crucial role in the company's revenue growth.

Beyond its server segment, AMD also saw strong growth in its PC CPU division. Revenue from this division reached $2.31 billion, a 58% increase year-over-year. Notably, operating profit for this division surged 711% to $446 million.

However, not all of AMD's business segments performed positively. Revenue from the gaming segment fell 59% to $563 million, primarily due to weak demand for Radeon GPUs and SoC chips for Xbox and PlayStation. Operating profit for this segment dropped 78%, to just $50 million.

AMD's embedded systems business also declined, with revenue falling 13% to $923 million, while operating profit dropped 21% to $362 million.

Despite challenges in some areas, AMD forecasts first-quarter 2025 revenue to reach between $6.8 billion and $7.4 billion, significantly higher than the $5.4 billion of the same period last year. The company expects continued growth in sales of EPYC chips and Instinct AI accelerators, and aims to improve profit margins in 2025.

Despite achieving a significant milestone in its server CPU segment, AMD's stock fell more than 8% after the financial results were announced, due to investor concerns about AI revenue and competition with Nvidia. This reflects the challenges AMD faces in the technology race with its major rivals.

Source: https://thanhnien.vn/amd-qua-mat-intel-trong-linh-vuc-may-chu-185250205221906304.htm