AI PCs may be talk of the town right now but AMD's chief financial officer reckons that the datacenter remains the chipmaker's major profit engine, and CPU cores are still key for many workloads.
The second half of 2024 will see the same dynamics, she added, saying that"the major driver for gross margin improvement continues to be datacenter, and I think next year, it will be a similar picture." In response to a question about traditional servers, the CFO said the market is"still quite mixed" and noted that"last year, we all know the traditional server market actually declined."
On competing for business in the business PC space against Intel, Hu said this has to be viewed as a totally different market to consumer systems, requiring a different approach.
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