AMD’s datacenter business is booming while gaming takes a backseat

AMD 数据中心业务蓬勃发展，游戏业务退居二线

Driven by demand for AI capacity, AMD’s data center revenue more than doubled year-over-year in its latest earnings report, reaching $6.7 billion. That’s up from $5.8 billion in Q1, and jumping 107 percent from the $3.2 billion it reported for the same period a year ago.

受人工智能（AI）算力需求驱动，AMD 在最新财报中显示其数据中心业务营收同比增长超过一倍，达到 67 亿美元。这一数字高于第一季度的 58 亿美元，较去年同期的 32 亿美元大幅增长了 107%。

At the same time, AMD’s gaming revenue fell 31 percent compared to last year, to $779 million, as price hikes and component shortages slowed sales for the Xbox Series X / S, PS5, and Valve’s Steam Deck.

与此同时，由于价格上涨和零部件短缺导致 Xbox Series X/S、PS5 和 Valve Steam Deck 的销量放缓，AMD 的游戏业务营收同比下降了 31%，降至 7.79 亿美元。

“Revenue increased 50 percent year-over-year to a record $11.5 billion, driven by continued strength in our Data Center business, which represented 58% of company revenue in the quarter,” wrote AMD CFO Jean Hu. Its overall PC and gaming business revenue grew six percent compared to last year, with Client revenue up 23 percent thanks to Ryzen processor sales.

AMD 首席财务官 Jean Hu 表示：“得益于数据中心业务的持续强劲表现，公司营收同比增长 50%，达到创纪录的 115 亿美元，该业务占本季度公司总营收的 58%。”其整体 PC 和游戏业务营收较去年增长了 6%，其中得益于 Ryzen 处理器的销售，客户端（Client）业务营收增长了 23%。

“AI is driving a significant expansion in demand for compute across all of our markets, and our leadership portfolio and growing customer visibility position us exceptionally well to capture this expanding opportunity and deliver substantial revenue and earnings growth in the years ahead,” said AMD CEO Lisa Su.

AMD 首席执行官苏姿丰（Lisa Su）表示：“人工智能正在推动我们所有市场对计算需求的显著扩张。凭借领先的产品组合以及日益增长的客户可见度，我们处于极其有利的地位，能够抓住这一不断扩大的机遇，并在未来几年实现营收和利润的大幅增长。”