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The Exiled · 07.05.2025., 10:25

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Zen 5 architecture boosts AMD Client and Data Center sales

Citiraj:

AMD just wrapped up Q1 2025 with a strong showing thanks to its Zen 5 architecture. The company pulled in $7.44 billion in revenue, up 36 percent from this time last year, and net income jumped to $709 million from $123 million. That boost came from two main areas: client CPUs and data center chips. On the client side, Ryzen desktop and notebook processors generated $2.29 billion, a 68 percent increase over Q1 2024’s $1.37 billion. New parts like the Ryzen 7 9800X3D and 9 9950X3D helped, and AMD also scored a lot more OEM deals. In fact, major PC makers such as HP, Lenovo, Dell, and Asus are offering 80 percent more systems with Ryzen Pro than they did a year ago.

Over in the data center world, EPYC “Turin” chips are now shipping with all the big server vendors, and that lifted revenue from $2.36 billion to $3.67 billion. AMD also ran its first test wafers at TSMC’s new Arizona plant, using their N4 process. Those chips will start production in the U.S. later this year. Meanwhile, AMD and TSMC are testing the next-gen “Venice” silicon on the N2 node, aiming for a 2026 launch.

Not everything lit up the scoreboard, though. The gaming graphics group saw revenue slip 30 percent to $647 million, mainly because console-chip royalties dropped – even though the Radeon RX 9000 series launched. On the pro-GPU side, the Instinct accelerators are ready for prime time, but U.S. export controls are holding back the MI308 models bound for China unless AMD secures special licenses. That’s expected to shave about $700 million off Q2 and up to $1.5 billion over the full year. Despite that, AMD still anticipates double-digit growth in Instinct cards once licensing catches up.

Intense competition remains an ever-present challenge. In the crucial data center and AI market, Nvidia maintains a dominant market share, estimated at over 80%. While AMD’s Instinct accelerators like the MI300 series offer competitive hardware, its ROCm software ecosystem continues to work to bridge the gap with Nvidia’s deeply embedded CUDA platform. AMD has acknowledged this, describing its effort on ROCm as being in a “wartime stance” with a new sense of urgency. Intel also competes in data center CPUs and is developing its own AI accelerators. Intel remains a significant competitor in the Client segment, although AMD has made notable market share gains with its Ryzen processors.

In the decade since Su took the top job at AMD, the company has transformed itself into a leading provider of technology across the computing industry.
It now reports more than five times the revenue it had 10 years ago and is no longer in the shadow of Intel.

Izvor: Guru3D, ComputerBase, EE Times i Bloomberg