Lisa Su, CEO of AMD, stated that the company could generate $400M in data center GPU revenue in Q4, with expectations of surpassing $2B in 2024. This projection would make the MI300 AMD's fastest product to reach $1B in revenue. At the Dell Technologies Summit, Michael Dell discussed how Dell Technologies is aiding enterprises with AI, Compute, and Storage. The event also featured discussions on GenAI and the importance of multicloud, edge AI, security, and workforce experience. Lisa Su emphasized that all compute will incorporate AI, while John Clarke and Lisa Su highlighted the opportunities AI presents for Dell Technologies and AMD.
MyPOV: @rheznire @MichaelDell @JClarkeatDell in a NDA Q&A industry analyst sessio. #DellTechSummit @DellTech https://t.co/J3FLuS9s2I
Some important perspectives here at @dell technology summit from @MichaelDell @JClarkeatDell and @LisaSu, all who have been in this industry 30+ years, saying this moment around Gen AI/AI has the industry moving faster than they have ever seen.
Surprise guest at @DellTech Summit 2023. @LisaSu and @JClarkeatDell chatting about AI in general, datacenter and PC AI. Yesterday @AMD announced MI300 would be the fastest product to $1B in company history. $AMD $DELL https://t.co/IgRp5AUCO1
.@LisaSu: “All compute will have some aspect of AI.” … this effectively means that AI will follow the data across the edge to core continuum from the device to the Datacenter. #DellTechSummit https://t.co/LzyZDW1Kzx
Surprise guest at @DellTech Summit 2023. @LisaSu and @JClarkeatDell chatting about AI in general, datacenter and PC AI. Gee, maybe Dell Tech will be consuming part of that $2B in MI300 in 2024? Yesterday @AMD announced MI300 would be the fastest product to $1B in company… https://t.co/5KU8woVLEy https://t.co/zW5bTFHGaH
Great conversation between @LisaSu and @JClarkeatDell on the impact of GenAI, the focus on providing choice to customers, harnessing the power both at the infrastructure and client level and more… #DellTechnologiesSummit https://t.co/bNyTXmj8BK
.@JClarkeatDell and @LisaSu discussing the opportunities that AI presents to both @DellTech and @AMD. In fact, @IDC forecasts that half of the GenAI spend over the next 12-24 months will be dedicated to infrastructure build out. #DellTechSummit https://t.co/qm2wVjeQ99
MyPOV: @LisaSu Chair and CEO of @AMD on stage with @JClarkeatDell here @DellTech #DellTechSummit https://t.co/tBYrVpJNZx
MyPOV; inside the overall @DellTech roadmap to create tech that advances human progress #DellTechSummit https://t.co/mIhAeFe7sq
MyPOv: @JClarkeatDell COO and Vice Chairman has 3 things occupying his mind. 1. Strategies to extend model opportunities in front of us 2. generative AI. AI follows where the data is created 3. How we win! @DellTech #DellTechSummit https://t.co/iSHefk2Uc8
MyPOv: multicloud edge AI, security and workforce experience are key customer priorities #Delltechsummit @DellTech https://t.co/liXmVhqGo2
.@MichaelDell kicks off #DellTechSummit by reflecting on the past and looking to the future. @DellTech is laser focused on #Edge #AI #Multicloud #Security and #WorkforceExperience https://t.co/KhAE4w7jeX
MyPOv: @rheznire welcomes industry analysts to @DellTech #DellTechSummit https://t.co/q2YdNVSEGg
MyPOv: @MichaelDell takes stage sharing how @DellTech is helping enterprises with AI, Compute, and Storage. #FellTechSummit https://t.co/Cwm7b8qBAx
AMD $AMD CEO Lisa Su said the firm could see data center GPU revenue of $400M in Q4, before rising to more than $2B in 2024. At that rate, the MI300 would be AMD's fastest product to ramp to $1B in revenue.