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$ADV MICRO DEVICE(AM

$ADV MICRO DEVICE(AMD)$ 从Q4电话会议来看,AMD在Data center GPU业务上仍然非常弱势,2020年Data center GPU业务相比2019年还下降了(受cloud gaming发展不理想影响)。2021年预计Data center GPU业务能达到5亿美元就谢天谢地了(相比之下英伟达一个季度就卖19亿美元)。不知道Lisa将来是否能在GPU上复制CPU崛起的辉煌?[悲允]

Yes. So I think -- as I previously stated, the data center GPU business is still relatively small for us. It was actually down year-over-year. So from 2019 to 2020, it was actually down year-over-year because some of the cloud gaming ramps in 2019 paused in 2020.

In terms of what it could do in 2021, we see it as a growth driver in terms of relative size, yes, it could double. I think the way to think about it, though, is we said that we would like to get that business to, lets call it, $0.5 billion as sort of the first milestone. And I think were making good progress towards that milestone. But thats what I would say about it.



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2021年01月27日 22:17
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