During the Q3 earnings call, AMD CEO Lisa Su assured investors that the company's future chips will be highly competitive with Nvidia's, with the next-gen MI350-series silicon set to launch in the second half of 2025. However, consensus estimates predict AMD's 2025 revenues to reach $32.6 billion, an increase of just $7.0 billion, while Nvidia is forecast to report quarterly revenues of $33 billion, almost entirely from AI chip sales. AMD's stock has fallen around 4% this year.
Key takeaways:
- AMD is laying off 4% of its workforce, approximately 1,000 employees, to focus on large growth opportunities.
- The company's gaming division saw a 69% year-over-year decline, and its guidance for the current quarter missed analysts' expectations.
- AMD has struggled to compete with Nvidia in AI chip sales due to a lack of inventory and inferior performance in key AI training workloads.
- AMD's next-gen MI350-series silicon is set to launch in the second half of 2025, with AMD's 2025 revenues forecasted to reach $32.6 billion, up just $7.0 billion.