Vivek Arya's questions to Advanced Micro Devices Inc (AMD) leadership • Q1 2025
Question
Vivek Arya inquired about the sequential growth of AMD's GPU sales in Q1, the role of the MI308, and the full-year 2025 growth prospects for the GPU business given the new China restrictions. He also asked about the long-term AI TAM, focusing on the China market and potential AI diffusion rules.
Answer
CEO Lisa Su stated that the Data Center GPU business will 'absolutely' grow by strong double digits for the full year, despite the China headwind. She noted Q1 GPU revenue was down modestly from Q4, as expected, with MI325 and MI300 making up the majority. Regarding the long-term TAM, Su explained that the $500 billion forecast had already factored in some limitations on leading-edge GPU sales to China. She added that AMD is actively working with the government on AI diffusion rules to balance national security with the U.S. tech industry's global leadership.