AMD’s Data Center Revenue Hits Record High But Misses Expectations | Global News Avenue

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.

AMD predicts that this year’s strong demand will increase the growth of double digits

Looking forward to the future, AMD stated that it is expected to revenue in the first quarter of US $ 6.8 billion to $ 7.4 billion, higher than US $ 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.

In the whole year, AMD is expected to have a double -digit income, Earnings per share According to the transcript provided by Alphaense, Lisa Su, CEO of Lisa SU, said at the company’s income conference calling that due to a strong demand environment.

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

Su said that the recent model breakthrough, such as DeepSeek and AI infrastructure investment, such as $ 500 billion Interstellar gates joint venture What we announced last month was “the type of progress we want to see.”

Su said: “All these measures need a lot of new calculations and create unprecedented growth opportunities for AMD in our business.”

As a result, in the extended transaction on Tuesday, AMD shares fell more than 8 %. In the past 12 months, the stock has lost more than a quarter of its value Worried about the AI ​​income of chip manufacturers And the ability to compete with NVIDIA (NVDA)product.

Update-Feb. 4,2025: Since the first release to include other information and reflect the latest stock price, this article has been updated.