After AMD's gaming revenue crashes 40%, CEO Lisa Su declares "We are a data center-first company"

[pnntmp]

Wow, what a crash ! AMD is done

Oh, wait a minute ... after Q3 they have 45% increase in overall revenue YoY, projected to reach 66% after Q4, and the gaming segment accounts for .. guess what? Less than 6%.

So how the hell gaming revenue "crash" matters??? AMD did that deliberately.

 

[Kirby1]

The government should nationalize SpaceX and Tesla, all advanced domestic chip fabs, and the entire health care market.

And then we can watch MAGA cry on their way to the free health care clinic while everything gets cheaper and safer.

 

[Squid Surprise]

The government should nationalize SpaceX and Tesla, all advanced domestic chip fabs, and the entire health care market.

And then we can watch MAGA cry on their way to the free health care clinic while everything gets cheaper and safer.

And who’s going to pay for that inane idea? I believe your 5th amendment requires the government compensate anything private taken for public use… then they’d have to continue spending on it to make them work… your nation is already in an insane amount of debt…

 

[Aolish]

People think it's a big deal because they want to be angry at someone for the current prices of computer parts because it really wasn't all that long ago that we all went through this exact thing with Covid and crypto mining. Lisa-Su just put a big target on herself by saying this, but if you look at their fiancial reports over the last 30 years, most of their revenue comes from the enterprise market. There are some bumps in years when a new XBOX of Playstation gets released, AMD is more than happy to make SOCs for those guys but even that market kind of walks the line between personal computer and enterprise just because of the scale of those sales. I think PC gamers forget that we are the smaller market compared to consoles. And while PC gaming technically posts massively more users, that's a bit of a technicallity. Even with there being 900million PC gamers relative to the consoles 600million, the numbers are a bit off because that includes people playing WoW on the same machine for the last 15 years compared to people who upgrade to the newest console every generation to play the latest games. Console reventue is way higher than PC revenue. So if you want to look at the total addressable market based on revenue, the console market is much bigger than the PC market.

Good context, never knew some of this.

 

[pnntmp]

The government should nationalize SpaceX and Tesla, all advanced domestic chip fabs, and the entire health care market.

And then we can watch MAGA cry on their way to the free health care clinic while everything gets cheaper and safer.

Wow, you figured it all out. If you want SpaceX, Tesla, chip fabs and health care to immediately and abruptly stop working, the right move it to nationalize them. Then what?
SpaceX, for example, launches about 95% of the payload to orbit worldwide. Nationalize it, and the world's space industry dies. That's so cool, isn't it?

 

[Theinsanegamer]

And who’s going to pay for that inane idea? I believe your 5th amendment requires the government compensate anything private taken for public use… then they’d have to continue spending on it to make them work… your nation is already in an insane amount of debt…

Well the Rich, obviously!

The government should nationalize SpaceX and Tesla, all advanced domestic chip fabs, and the entire health care market.

And then we can watch MAGA cry on their way to the free health care clinic while everything gets cheaper and safer.

Because as we all know, the soviets famously had a high QoL with cheap consumer goods and easy access to quality care.....

Oh wait, hang on a minute, it says here that the US had that. Hmmmm......

 

[disinfect8280]

Wow, you figured it all out. If you want SpaceX, Tesla, chip fabs and health care to immediately and abruptly stop working, the right move it to nationalize them. Then what?
SpaceX, for example, launches about 95% of the payload to orbit worldwide. Nationalize it, and the world's space industry dies. That's so cool, isn't it?

I guess he forgot about NASA

 

[NumberNine]

Dr. Lisa Su brought AMD back from virtually dead, broke and on life support to competing with Nvidia and Intel in the Enterprise/AI spaces. They are pulling in more money this quarter than the once dominate Intel. As a CEO, she righted the ship and is following the money because 700 million from gamers is chump change compared to the deep pockets of big tech.

Sure, but what difference at all would any of that make to someone who isn't employed by AMD? Am I meant to be proud of her for chasing market dominance? For doing her job?

 

[Passcode3463]

That’s useful news. We’re profit-centered first; that’s nothing new.

 

[GodisanAtheist]

CEO says things that makes her company money. Big news.

Lot of butthurt comments in here, but the fact is the hardware industry grew up. Everyone's fun toys turned out to be money presses and people way richer than any of us decided to buy them all up to make more money.

As a hobbyist it sucks but what do you honestly expect, these companies to sell you silicon for $500 that someone else is willing to spend $50,000 on?

Lock in, take care of your hardware, and upgrade every 10 years instead of every 2 or 3.

 

[p51d007]

Not surprised...Instead of supporting the general public, which is where their fanbase came from, they not only tossed us out of the vehicle, they are running over us, backing up, and running over us again.
I hope the AI data center garbage crashes because I won't be supporting these companies, if I don't have to!

 

[Kirby1]

Wow, you figured it all out. If you want SpaceX, Tesla, chip fabs and health care to immediately and abruptly stop working, the right move it to nationalize them. Then what?
SpaceX, for example, launches about 95% of the payload to orbit worldwide. Nationalize it, and the world's space industry dies. That's so cool, isn't it?

It's OK little Maga brain. No one expects you to know how anything works. Especially government.

 

[Vanderkaum037]

If you were AMD you'd do the exact same thing. Why turn down a once-in-a-lifetime windfall that is the AI boom. And the crypto boom before that. Why would Nvidia? It made them the most highly-valued company on Earth almost overnight. Just stupid amounts of money. The home pc gamer market cannot compete with that. You'd be crazy not to pursue the data center dollar. Hopefully some other player will fill in the space that they're vacating.

 

[Squid Surprise]

It's OK little Maga brain. No one expects you to know how anything works. Especially government.

While I appreciate how you think every evil in the world has been perpetrated by Trump and his supporters, this has nothing to do with this thread…

 

[Melkor Unlimited]

This is what happens when governments which are supposed to act in the interest of their PEOPLE, act for their own profit interests.

Not The Government.
Just some big badass on high posts of government.

 

[Melkor Unlimited]

.. if you look at their fiancial reports over the last 30 years, most of their revenue comes from the enterprise market. There are some bumps in years when a new XBOX of Playstation gets released, AMD is more than happy to make SOCs for those guys but even that market kind of walks the line between personal computer and enterprise just because of the scale of those sales. I think PC gamers forget that we are the smaller market compared to consoles.

Those fast judging "righteous" ones forgot that silicon in desktop Ryzen procesors is (mostly) the same as the silicon used in EPYC sold to enterprise.
Big batch of SOCs for consoles help with funding R&D of GPUs.
(re-)joining big compute chips and gaming chips architecture with shared R&D may help to lower costs of gaming GPUs too.

I do not have issues with company doing big money in enterprise and B2B re-investing into R&D to get some of that into consumer products.
I do not have issues using HW for 5+ years and then get upgrade bringing more than just few % of performance.

On the other side: I am fed by 5% gen-to-gen / 4-core-forever / 8GB ought to be enough approach.

 

[Seraphim401]

Now that all these companies have bled all us gamers, home computer builders, small businesses dry. And on there way to killing the home computer market, all they want to do is build there money draining, environmental killing data centers so they can make even more money. Spy on people, track and lord knows what.
When is enough enough?
They have more money than they could spend in 100 life times, but these greedy pieces of sh*t want it all.
Selling GPU that should sell for $400 an up are selling them for $1,000 and up.
Ram prices that once cost $150 for 32 Gigs of DDR5 is now $400, $500, or even more.
What happens when I school needs to replace there computers for office and classes?
Good luck with that.
These companies used to tailor to the gamer and home computer user, now we are the ones getting the shaft.
Karma is a b*itch and they will get whats coming to the.
Nvidia, AMD, Intel and all the rest are nothing but a bunch of scammers and I personally can't wait to see the market fall out from under there feet.
Unfortunately that will never happen.

Very sad situation.

 

[Achaios]

So much for "Holy" AMD and "Saint" Lisa Su.

While I appreciate how you think every evil in the world has been perpetrated by Trump and his supporters, this has nothing to do with this thread…

Trump Derangement Syndrome.

Last I heard from the Dems, they want to dig up Charlie Kirk and unalive him again.

 

[Hecate91]

Dr. Lisa Su brought AMD back from virtually dead, broke and on life support to competing with Nvidia and Intel in the Enterprise/AI spaces. They are pulling in more money this quarter than the once dominate Intel. As a CEO, she righted the ship and is following the money because 700 million from gamers is chump change compared to the deep pockets of big tech.

Sure, Lisa Su brought AMD back from the edge of being bankrupt, but at this point it's clear there are signs of a conflict of interest going on. She's like a cousin removed or something from Jensen Huang, and the corruption and collusion going on in the overall tech industry is disgusting.

Wow, entitled much? Why should gamers be dictating what a multi-billion dollar company decides to manufacture?

Why should playing video games take priority over enterprise tech that is literally reshaping our world in real time?

You don’t NEED to be playing video games on the latest cards - and if you disagree, then you can PAY for the PRIVILEGE.

We live in a capitalist society - asking a company to focus on something niche that will give modest profits at best over something HUGE that gives ASTRONOMIC profits would be what a deranged dictatorship would want… and hey, even the dictatorships are pushing AI…

But don’t despair - supply always meets demand. The supply chain WILL recover and you’ll be able to buy your favourite GPUs in a few years.

Oh yeah sure horrible greedy entitled gamers are so bad for wanting an affordable GPU once every 3-5 years, and one or two reasonably priced SSD's.
Meanwhile the hyperscalers are hoarding hardware they can't power on because the datacenters aren't built yet, the AI tech bros get to make long term contracts for memory, and Altman says people shouldn't be owning a PC.
We're in a crony corporate controlled society, everything is being priced out of the hands of the everyday person, the "free market" economy disappeared just after the COVID era when companies figured out they could priced gouge things, and the tech market poured money into a crypto ponzi scheme.

 

[Nintenboy01]

This is what happens when governments which are supposed to act in the interest of their PEOPLE, act for their own profit interests. Dogshit trump has personally invested millions in Ai and crypto and gave these bozo CEOs a free pass to do whatever they want. He even said oh these companies will monitor & regulate themselves, yeah right. ****ing corrupted *****.

Yeah, Mali GPUs are quite powerful as well but the drivers seem less optimized

 

[Hecate91]

Um, who are you going to build from?
AMD-nope
Intel-nope
Nvidia-nope
Arm-nope
Risc-v .. maybe in 8 years ... for retro gaming.

Gaming is 99% dead. this is the end all because people want AI porn of their friends and celebrities.

Gaming isn't dead, simply don't buy the AAA slop requiring a $2,000 GPU to run smoothly.
There are tons of indie and older titles that run fine on older hardware, and thanks to people having good uses for AI there are mods and recompilations coming out that run on about anything even ARM chips.

I love how everyone is turning into Ethan Ralph.

"YOU OWE ME YOUR LOYALTY, I MADE YOU BIIIIIISH!".

Going against your own consumers who built the company for what it is today isn't a good look, especially after Lisa Su had the reputation for listening to the consumer market more than the competition. AMD owes me nothing at all, but I don't have to owe them either with my money. I guess we'll see how things are with Zen 6, if it's ridiculously overpriced compared to Nova Lake then it's obvious AMD doesn't care about the gaming market.

Because as we all know, the soviets famously had a high QoL with cheap consumer goods and easy access to quality care.....

Oh wait, hang on a minute, it says here that the US had that. Hmmmm......

The irony of this statement when a lot of people in the US don't have access to quality care, and the rich are taking away access to cheap consumer goods.
The AI tech bros don't want the mere peasants owning their computers, because that would mean people can run an AI locally, lessening the chance scumbags like Altman being able to pay back their mountains of debt.
It seems like the US is heading towards an economic depression for the everyday person, a dystopian movie like wage gap where you're either wealthy in a utopia or dirt poor.

 

[Squid Surprise]

Sure, Lisa Su brought AMD back from the edge of being bankrupt, but at this point it's clear there are signs of a conflict of interest going on. She's like a cousin removed or something from Jensen Huang, and the corruption and collusion going on in the overall tech industry is disgusting.

Where is the conflict of interest? She sells CPUs and GPUs to those who pay the most… sounds like capitalism…

Oh yeah sure horrible greedy entitled gamers are so bad for wanting an affordable GPU once every 3-5 years, and one or two reasonably priced SSD's.

You don’t NEED one every 3-5 years… you WANT one. And if you WANT one, pony up the cash… or… wait until the supply chain catches up (it will) and buy one then.

Meanwhile the hyperscalers are hoarding hardware they can't power on because the datacenters aren't built yet, the AI tech bros get to make long term contracts for memory, and Altman says people shouldn't be owning a PC.

This has 0 relevance - it’s like going to a parking lot that’s completely full and blaming the one guy who parked in 2 spots for the entire thing…

We're in a crony corporate controlled society, everything is being priced out of the hands of the everyday person, the "free market" economy disappeared just after the COVID era when companies figured out they could priced gouge things, and the tech market poured money into a crypto ponzi scheme.

Not sure this even merits a response - so I won’t bother…

 

[sergio]

You are blaming AMD and companies... because you didnt notice one thing, companies are managed by people.
Lisa Su stock is worth $1.67 billion USD). She doesnt want to be a gaming company, because she would lose 90% of her own value

 

[Infernus]

Intel you have an opportunity now to win back gamers with your next gen CPU, don't F it up. I'll leave AMD and go back to intel if Nova Lake delivers and keeps socket support .

 

[Vanderlinde]

Ever since AMD took over with EPYC, this is normal for them. Basically all of the nVidia systems have Epyc CPUs at the heart of each server and the switches between them, too. AMD has been losing gaming market share in GPUs for several years now. Everyone always said it was because they didn't have a 90 class GPU. Look at the steam surveys, 90 class GPUs account for barely over 1% of gamers. 80 class gamers account for barely 5%. Even when AMD cards made sense at every price point, people still bought nVidia cards. 9070XT trades blows with the 5070ti but it's $400 cheaper. It's mostly the nvidia tax on DLSS and frame gen which I don't value anywhere $400.

I think nVidia has become more of a fashion statement. There is basically no reason to buy an nVidia card outside of maybe wanting to have access to the CUDA software stack or AI. I saw 5060ti's going for 9070XT month a couple months ago and wanted to switch timelines.

They are a BUSINESS with an mindset of making fantastic products, with long term vision, and profits. They where at the verge of being bankrupt. I mean we have a lot to thank because of AMD; but they would be shooting themselves in the foot if they do not jump into the AI craze, with chips, chips and more chips. From CPU's to GPU's to NIC's and what more.

9070XT is a fantastic card; got one for around 800 EU. What is 800 EU over the span of 3 years. Same as with DDR4/DDR5. I paid near 1400 EU for a 128GB DDR4 kit lol. It might sound expensive for some but in reality it will be of use for me for the next couple of years. The work I do with it will pretty much make itself already back.