AMD’s Data Center Revenue Hits Record High But Misses Expectations
Advanced micro -equipment (AMD) The revenue and adjustment of the revenue in the fourth quarter were released. These income exceeded expectations, but the sales of data centers were insufficient.
The revenue of the chip manufacturer increased by 24 % year -on -year, reaching a record of $ 7.66 billion, which is more consensus than visible Alpha compilation analysts. The price of the income is $ 482 million, that is, 29 cents per share, which is less than 667 million US dollars a year ago, that is, 41 cents per share, not exceeding expectations. However, according to the adjustment of the adjustment, AMD’s revenue was $ 1.78 billion, that is, $ 1.09 per share, exceeding expectations.
The income of income was obtained, because AMD’s data center sales rose 69 %, reaching a record of 3.86 billion US dollars, which is driven by the company’s demand AI Chip, but still missed $ 4.12 billion requested by analysts.
Looking forward to the future, AMD stated that the revenue in the first quarter is expected to be US $ 6.8 billion to US $ 7.4 billion, higher than $ 5.4 billion in the first quarter of 2024. The midpoint of this scope is higher than the analyst’s consensus of 7.01 billion US dollars.
Before the results, Wall Street analysts believe that as the American technology giant increases AI expenditure, AMD may be a key beneficiary. Bank of America analysts hinted that they were worried about competition from Chinese companies such as AI startups. Deepseek It can promote large technology to spend more money, The interests of chip manufacturersEssence
After the release, in the extension of Tuesday, AMD shares fell about 5 %. In the past 12 months, the stock has lost more than a quarter of its value Worried about the prospects of chip manufacturers And the ability to compete with NVIDIA (NVDA)product.