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Hope no one is still in AMD
from the conference call:
>while everyone else is ramping up their data centers, we expect data center revenue to be down sequentially in the first quarter. It probably has nothing to do with the availability of $NVDA's Blackwell. For the fourth quarter, revenue increased by 24%, with record quarterly data center and client segment revenue.
>Gaming fell by nearly 60% as both Microsoft and Sony focused on reducing channel inventory. We think inventories have now normalized, and we think gaming semiconductors will return to more historical patterns. Embedded also fell during the quarter, but we feel we gained market share. We expect most of what we just saw to continue in the first quarter,
Man, big declines in data center revenue right when everyone is ramping up with AI?
