Latest news with #Zen5
The Verge
17-07-2025
- Business
- The Verge
AMD's new 96-core Threadripper CPU will set you back $11,699
AMD's latest Zen 5-based Ryzen Threadripper Pro 9000 WX-Series of CPUs go on sale later this month, and the top option will be priced at $11,699. The 9000 WX-Series chips are designed for workstations, with the $11,699 Threadripper Pro 9995WX shipping on July 23rd with 96 cores and 192 threads. Dell, HP, Lenovo, and Supermicro will all start selling high-end workstations with the latest Threadripper 9000 series of chips on July 23rd, and DIY builders will be able to purchase the processors through AMD's channel partners. AMD will also offer the 64-core Threadripper Pro 9985WX for $7,999, the 32-core Threadripper Pro 9975WX for $4,099, the 24-core Threadripper Pro 9965WX for $2,899, and the Threadripper Pro 9955WX for $1,649. All five processors are designed to be faster in professional rendering tools like Chaos V-Ray, or tools like Adobe After Effects. The Pro 9000 WX-Series processors are also designed for local AI deployments, including fine-tuning models, inference, and AI application development. 'When running a context-based prompting inference test using DeepSeek R1 32B, we are seeing a 49 percent better performance of Threadripper Pro 9000 over Intel,' claims AMD. AMD hasn't yet revealed pricing for its non-Pro Threadripper 9980X and 9970X processors, but expect those prices to be a lot less for DIY builders.
Gizmodo
06-07-2025
- Business
- Gizmodo
AMD Ryzen 5 9600X Is Now 41% Off for Prime Day as Amazon Clears Out Stock at a Record Low
Processors are usually one of the most expensive line items when purchasing or upgrading a PC so it is worth waiting for major sale events such as Prime Day or Black Friday in an effort to secure the best prices. Right now, Amazon is offering the Ryzen 5 9600X at its all-time lowest price, which is quite a plummet from the $279 that it commanded for months at a time. This Prime exclusive deal brings the price down to a mere $165 which is a massive 41% saving. With Prime Day kicking off early this weekend, now's the perfect time to get your hands on one of the highest-rated processors (4.8 out of 5 on Amazon) out there before it sells out. See at Amazon The Ryzen 5 9600X is one of the most powerful processors in its class and it currently holds the best rating on Amazon with an impressive 4.8 out of 5 from hundreds of users. To access this deal, you'll need to be a Prime member but Amazon offers a free 30-day trial if you're not already signed up. Given how quickly these deals can disappear, it's not a bad idea to act fast if you want to grab this all-time low price. This Ryzen 5 processor is that it's a great gaming and multitasking machine: Fueled by AMD's next-gen Zen 5 architecture, it boasts 6 cores and 12 threads for silky-smooth gameplay with over 100 frames per second in the most demanding games in the world. Whether you're gaming or creating demanding creative workloads, the Ryzen 5 9600X provides you with the kind of speed and responsiveness you crave. The boost clock of 5.4 GHz maximum offers scorching-fast processing and the unlocked platform lets you overclock it for even faster performance if you want to push your system to the next level. The Ryzen 5 9600X is designed for the next-gen Socket AM5 platform so it's ready for DDR5-5600 memory and PCIe 5.0 on some motherboards. This proactive design ensures your system will be future-proofed to handle the quickest storage and RAM out there so your PC will remain at the forefront of performance for years to come. The 38 MB cache helps speed up data access and reduces latency, and contribues to smoother overall performance whether you're gaming or working with large files. For gamers, the Ryzen 5 9600X is a dream come true: It's engineered to deliver pure gaming performance, and achieves high frame rates even in demanding titles. If you desire a system capable of playing today's games smoothly, this AMD processor is the perfect option. It's also great for creators who need ample processing power to edit video, render 3D, or have heavy multitasking. Don't wait too long: deals like this don't last, and stock is sure to go fast during Prime Day. See at Amazon
Yahoo
30-06-2025
- Business
- Yahoo
AMD is Pursuing Product Line Expansion: Will Margins Sustain?
Advanced Micro Devices AMD is benefiting from sustained gross margin expansion, driven by a richer mix of high-end Ryzen processors within its client segment and a higher percentage of data center product sales, leading to expanded gross margins for the fifth consecutive quarter. In the first quarter of 2025, Non-GAAP gross margin expanded 140 basis points (bps) on a year-over-year basis to 53.7%.Strong demand for high-end Ryzen CPUs in both gaming and commercial PCs is contributing to a favorable product mix that supports margin expansion. The data center segment, which includes EPYC CPUs and Instinct GPUs, continues to deliver strong revenue growth and higher margins, driven by increased adoption by hyperscalers and enterprise customers. AMD's latest Ryzen CPUs, particularly those based on the Zen 5 architecture, have seen strong demand, especially for gaming and high-performance desktops and laptops. The launch of new products, like the Ryzen 9 9950 X3D, helped set sellout records and boosted the client segment. The sales of higher-end products, including Ryzen processors for both desktop and mobile, led to higher average selling prices, which continue to positively impact gross expects gross margins to remain strong as demand for its high-performance products continues to grow. For the second quarter of 2025, AMD has guided a gross margin of approximately 54%, excluding an $800 million inventory-related charge tied to the MI308 export controls. AMD faces intense competition from NVIDIA NVDA and Intel Corporation INTC in the data center and client segments. While both NVIDIA and Intel Corporation have recently seen declines in gross margin, AMD continues to expand its margin through a favorable product mix and strong demand for high-end gross margins declined in the first quarter of fiscal 2026, with non-GAAP gross margin slipping 12.5 percentage points sequentially to 61%. This decline was primarily due to a $4.5 billion charge related to H20 inventory and purchase commitments that became unsellable following the new U.S. export restrictions on H20 chip shipments to China. Intel Corporation's non-GAAP gross margin declined to 39.2% from 45.1% a year ago in the first quarter of 2025. Margins were significantly impacted by impairment charges and restructuring costs associated with a structural and operational realignment across the company. Advanced Micro Device shares have gained 19% year to date, outperforming the broader Zacks Computer & Technology sector's return of 6.1%. Image Source: Zacks Investment Research AMD stock is trading at a premium, with a forward 12-month Price/Sales of 6.78X compared with the industry's 3.87X. AMD has a Value Score of F. Image Source: Zacks Investment Research The Zacks Consensus Estimate for second-quarter 2025 earnings is currently pegged at 54 cents per share, implying an 8.4% decline over the past 30 days. This indicates a 21.74% decrease year over year. Advanced Micro Devices, Inc. price-consensus-chart | Advanced Micro Devices, Inc. Quote The consensus mark for 2025 earnings is pegged at $3.92 per share, which has declined 2.4% over the past 30 days, suggesting 18.43% year-over-year currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Intel Corporation (INTC) : Free Stock Analysis Report Advanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Globe and Mail
30-06-2025
- Business
- Globe and Mail
AMD is Pursuing Product Line Expansion: Will Margins Sustain?
Advanced Micro Devices AMD is benefiting from sustained gross margin expansion, driven by a richer mix of high-end Ryzen processors within its client segment and a higher percentage of data center product sales, leading to expanded gross margins for the fifth consecutive quarter. In the first quarter of 2025, Non-GAAP gross margin expanded 140 basis points (bps) on a year-over-year basis to 53.7%. Strong demand for high-end Ryzen CPUs in both gaming and commercial PCs is contributing to a favorable product mix that supports margin expansion. The data center segment, which includes EPYC CPUs and Instinct GPUs, continues to deliver strong revenue growth and higher margins, driven by increased adoption by hyperscalers and enterprise customers. AMD's latest Ryzen CPUs, particularly those based on the Zen 5 architecture, have seen strong demand, especially for gaming and high-performance desktops and laptops. The launch of new products, like the Ryzen 9 9950 X3D, helped set sellout records and boosted the client segment. The sales of higher-end products, including Ryzen processors for both desktop and mobile, led to higher average selling prices, which continue to positively impact gross margins. AMD expects gross margins to remain strong as demand for its high-performance products continues to grow. For the second quarter of 2025, AMD has guided a gross margin of approximately 54%, excluding an $800 million inventory-related charge tied to the MI308 export controls. Advanced Micro Devices Face Stiff Competition AMD faces intense competition from NVIDIA NVDA and Intel Corporation INTC in the data center and client segments. While both NVIDIA and Intel Corporation have recently seen declines in gross margin, AMD continues to expand its margin through a favorable product mix and strong demand for high-end offerings. NVIDIA's gross margins declined in the first quarter of fiscal 2026, with non-GAAP gross margin slipping 12.5 percentage points sequentially to 61%. This decline was primarily due to a $4.5 billion charge related to H20 inventory and purchase commitments that became unsellable following the new U.S. export restrictions on H20 chip shipments to China. Intel Corporation's non-GAAP gross margin declined to 39.2% from 45.1% a year ago in the first quarter of 2025. Margins were significantly impacted by impairment charges and restructuring costs associated with a structural and operational realignment across the company. AMD's Share Price Performance, Valuation and Estimates Advanced Micro Device shares have gained 19% year to date, outperforming the broader Zacks Computer & Technology sector's return of 6.1%. AMD Stock Performance AMD stock is trading at a premium, with a forward 12-month Price/Sales of 6.78X compared with the industry's 3.87X. AMD has a Value Score of F. AMD Valuation The Zacks Consensus Estimate for second-quarter 2025 earnings is currently pegged at 54 cents per share, implying an 8.4% decline over the past 30 days. This indicates a 21.74% decrease year over year. The consensus mark for 2025 earnings is pegged at $3.92 per share, which has declined 2.4% over the past 30 days, suggesting 18.43% year-over-year growth. AMD currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Zacks Names #1 Semiconductor Stock It's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom. With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028. See This Stock Now for Free >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Intel Corporation (INTC): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report
Business Insider
13-06-2025
- Business
- Business Insider
Advanced Micro Devices Stock (AMD) Poised for Breakout as AI Demand Accelerates
Advanced Micro Devices (AMD) has faced its share of volatility, with the stock down 23% over the past year. However, recent momentum suggests a potential turnaround is underway. Multiple growth catalysts are driving revenue higher, and it appears the market has yet to fully recognize this acceleration. Given these tailwinds, I'm bullish on AMD and believe the stock is well-positioned for a breakout toward its all-time highs around $200 per share. Confident Investing Starts Here: Data Center Boom Powers the AI Revolution AMD's Data Center segment is emerging as the company's growth engine—and for good reason. In Q1, the segment generated $3.7 billion in revenue, marking a 57% year-over-year increase, fueled by surging demand for its EPYC CPUs and Instinct GPUs. CEO Lisa Su pointed to deepening partnerships with major players like Microsoft (MSFT), Meta (META), and Oracle (ORCL), as hyperscalers increasingly rely on AMD's chips to power AI workloads. This momentum isn't just a one-off. Data center revenue nearly doubled in 2024 to $12.6 billion, and Q1's results continue that trajectory. AMD is further reinforcing its position through strategic acquisitions, such as Untether AI and Brium, thereby expanding its capabilities in both AI hardware and software. The upcoming Instinct MI350 series is already generating buzz for its potential to rival Nvidia in AI infrastructure. Despite the cyclical nature of the semiconductor industry, AMD's consistent data center growth, driven by rising AI demand and a strengthened ecosystem, suggests the company is well-positioned for a robust and sustained run. Client Segment: Ryzen Roars Back AMD's Client segment shouldn't be overlooked—it's staging an impressive comeback. In Q1, client revenue surged to $2.3 billion, up 68% year-over-year, driven by strong adoption of the new 'Zen 5' Ryzen processors across both laptops and desktops. AMD's Ryzen AI Max chips are at the forefront of this growth, powering over 50 AI-enabled laptop models expected to hit the market this year. But beyond the spike in sales, this signals AMD's growing presence in the PC space, particularly in AI-driven devices like Microsoft's Copilot+ PCs—a trend that could create lasting tailwinds. What's particularly compelling is the shift in market perception. Once seen as the underdog, AMD is now steadily gaining ground on Intel by delivering processors that excel in both performance and power efficiency. The Client segment's 68% jump in Q1 reflects this evolution—AMD is no longer catching up; it's setting the pace. As AI becomes increasingly integrated into everyday computing, Ryzen chips are well-positioned to keep driving growth in this segment. Strategic Moves: Betting Big on AI AMD's strategic initiatives have played a key role in fueling its recent momentum. Notably, the acquisition of ZT Systems' data center infrastructure business underscores the company's long-term ambition to lead in AI hardware. CEO Lisa Su has projected that the AI accelerator market could reach $500 billion by 2028, and AMD is positioning itself to capture a significant share. The MI235X chip, purpose-built for AI inference, targets a segment Su believes will eventually outpace AI training in market size. Collaborations are also strengthening AMD's ecosystem. From IBM (IBM) deploying Instinct MI300X accelerators to Fujitsu (FJTSF) working with AMD on sustainable AI infrastructure, these alliances are embedding AMD's technology into the fabric of global AI development. With double-digit revenue growth forecasted for the years ahead, AMD's strategic investments are increasingly looking like long-term value drivers. A Valuation That Screams Opportunity At first glance, AMD's current valuation—trading at 31x this year's consensus EPS of roughly $4—may seem steep. However, a closer look reveals a compelling growth story. Analysts project a 44% jump in EPS by 2026, reaching an estimated $5.71. That would bring the forward P/E down to a much more attractive 22x, a reasonable price for a company set to benefit from a robust, multi-year AI tailwind. Adding to the bullish case, AMD's gross margin climbed to 54% in Q1 and continues to improve as its high-margin data center segment scales. This margin expansion sets the stage for stronger profitability ahead, reinforcing the stock's long-term value. Is AMD a Good Stock to Buy? Wall Street maintains a fairly bullish view of AMD stock. AMD features a Moderate Buy consensus rating based on 22 Buy and 10 Hold ratings issued over the past three months. Notably, not a single analyst is bearish on AMD stock. AMD's average price target of $127.93 implies a modest 5% upside potential over the next 12 months, which, in my view, suggests that Wall Street is still underestimating the stock. AMD Poised for a Breakout as AI Demand Accelerates AMD appears to be at a pivotal inflection point. Its Data Center and Client segments are gaining momentum, recent acquisitions are reinforcing its position in the AI space, and the current valuation suggests the market has yet to fully price in its growth potential. While challenges like export restrictions to China and weakness in the gaming segment remain, they're far outweighed by AMD's aggressive expansion into AI. Given the accelerating demand for advanced computing power, I believe AMD is well-positioned not just for a recovery but for a breakout to new highs. The conditions for a sustained rally are falling into place—and that breakout may be closer than many expect.
