AMD Hits High Sales in Q2 2025, Cut Back by GPU Sale Limits
AMD let out its money Report for the second part of its money year 2025, hitting its all-time high three-month sales of $7.685 billion. This win was mainly due to a big rise in client CPU sales and kept up high ask for its data hub chips. But, the firm's gross take was hit by an $800 million cost tied to U.S. sale limits on its Instinct MI308 AI GPUs for China.
Q2 FY2025 Financial Highlights
The firm's main money numbers show big top-line rise but stress on takes:
- Sales: $7.685 billion, up 32% from last year.
- Net Gain: $872 million, up 229% from the same part last year.
- Gross Take: Fell to 40%, down from 49% last year, due to the $800 million cut.
AMD Chair and CEO Dr. Lisa Su talked on the news, saying, "We got big sales rise in the second part led by high server and PC chip sales. We see strong ask for our computing and AI items and are set to give big rise in the last half of the year, pushed by the start of our AMD Instinct MI350 parts and more EPYC and Ryzen chip share wins."
Performance by Business Segment
The firm saw high wins in its client part, while the data hub part faced some money hard times.
Client and Gaming Segments Do Well
AMD's Client and Gaming part let out a high $3.621 billion in sales, up 69% from last year. The Client part alone, pushed by high ask for new Ryzen chips with the Zen 5 build, gave $2.5 billion. The Gaming part grew 73% from last year to $1.12 billion, helped by sends for game units and high ask for Radeon RX 9000-series GPUs.
Data Hub Growth Cut Back by Sale Cost
The Data Hub part made $3.24 billion in sales, up 14% from last year due to strong ask for AMD EPYC CPUs in cloud and work markets. But, the part's money win was wiped out by the $800 million cost tied to the Instinct MI308 part, making a money loss of $155 million for the part.
Embedded Segment Sees a Small Fall
The Set part made $824 million in sales, a fall of 4% from last year. The firm links the small fall to mixed market ask and shifts in buyer order ways.
Hopeful Outlook for Q3 2025
AMD looks for another record part for Q3 2025, with hoped sales of about $8.7 billion. This guess is based on strong likely ask for its Instinct MI350 AI parts, EPYC server chips, and client items for the school and holiday times. The look does not count likely sales from the limited MI308 GPUs. While Q3 is often good for console SoC sales, AMD hopes flat sales from its gaming part this part.
