超威半导体周二发布的第三季度财报显示，业绩超出华尔街预期，营收同比增长45%，数据中心销售额较去年同期近乎翻倍。盘后交易中，该股上涨7%。以下是这家芯片制造商的表现与LSEG一致预期的对比：超威半导体在声明中表示，营收从去年同期的92.5亿美元增加。
Advanced Micro Devices reported third-quarter earnings on Tuesday that beat Wall Street's expectations, with revenue jump 45% and data center sales nearly doubling from a year earlier. The stock jumped 7% in extended trading. Here's how the chipmaker did versus LSEG consensus estimates for the quarter: Revenue increased from $9.25 billion a year earlier, AMD said in a statement.
首席执行官苏姿丰在新闻稿中表示，她预计数据中心处理器的增长将“进一步加速”，且满足需求不会成问题。
CEO Lisa Su said in a press release that she expects growth in data center processors to "accelerate further," and that meeting demand won't be a problem.
苏姿丰在声明中说：“凭借我们的领先产品组合以及深厚的客户和供应链关系，我们有信心在未来几年保持非常强劲的营收增长和不断扩大的盈利能力。”
"With our leadership product portfolio and deep customer and supply chain relationships, we are confident in our ability to sustain very strong revenue growth and expanding profitability over the coming years " Su said in a statement.
超威半导体的财报发布之际，距离英特尔披露类似的数据中心增长仅数日，英特尔该板块第三季度营收增长78%。但因市场担忧疲软的业绩指引及英特尔满足需求的能力，英特尔股价周五暴跌29%。
AMD's report comes days after Intel disclosed similar data center growth, with revenue in that segment up 78% in the third quarter. But the stock plummeted 29% on Friday over concerns about weak guidance and Intel's ability to meet demand.
数据中心部门构成超威半导体业务的大头，占总营收的64%，高于去年同期的47%。
The data center unit makes up the majority of AMD's business, accounting for 64% of overall revenue, up from 47% a year ago.
在追赶英伟达于人工智能图形处理器（GPU）市场的地位经历多年后，随着Meta的Muse等代理式AI应用的兴起，超威半导体的中央处理器（CPU）正迎来强劲复苏。超威半导体的服务器CPU是代理式应用的关键，因为它们为虚拟机提供动力，并能自主运行数小时。代理式AI带来的需求在10月推动超威半导体股价创下纪录新高。
After years spent chasing Nvidia in the market for artificial intelligence graphics processing units, or GPUs, AMD's central processing units, or CPUs, are experiencing a major resurgence with the rise of agentic AI apps like Meta's Muse. AMD's server CPUs are key for agentic apps because they power virtual machines and can run for hours on their own. Demand from agentic AI boosted AMD shares to a record in October.
超威半导体股价今年累计上涨约125%，但在周二反弹前，曾因行业担忧AI投入过度而引发全行业抛售，连续三个交易日下跌。
AMD's stock is up about 125% this year, but it saw three consecutive days of losses before rallying on Tuesday amid an industrywide sell-off tied to fears about overspending on AI.
AMD 也是疲软 PC 市场的主要参与者，英特尔上周将其业绩前景不佳归咎于此。AMD 和英特尔是传统 x86 处理器的最大制造商，这些处理器为许多笔记本电脑和台式机提供动力，而其他笔记本电脑则依赖高通和苹果等公司的基于 Arm 架构的处理器。
AMD is also a major player the in weakening PC market, which Intel blamed for its poor outlook last week. AMD and Intel are the largest makers of traditional x86 processors that power many laptops and desktops, while other laptops rely on Arm-based processors from the likes of Qualcomm and Apple.
据 Counterpoint Research 数据，由于内存和其他组件成本飙升，第二季度全球 PC 出货量同比下降 4%。
Global PC shipments declined 4% in the second quarter from a year earlier due to soaring costs for memory and other components, according to Counterpoint Research.
AMD 将 PC 芯片销售与游戏芯片归入同一板块报告。该业务营收同比下降 8% 至 37 亿美元。游戏营收同比下降 40%。
AMD reports PC chip sales in a segment combined with gaming chips. Revenue in that business fell 8% from a year earlier to $3.7 billion. Gaming revenue was down 40% from a year ago.
对于第四季度，AMD 预计营收约为 170 亿美元，高于 LSEG 汇总的分析师平均预期 162 亿美元。AMD 预计该季度毛利率将达到 55%，略低于 StreetAccount 汇总的平均预期 55.3%。
For the fourth quarter, AMD said it expects about $17 billion in revenue, beating the $16.2 billion average analyst estimate, according to LSEG. AMD sees its gross margin for the quarter coming in at 55%, slightly below the average estimate of 55.3%, according to StreetAccount.
AMD 还销售数据中心 GPU 和名为 Helios 的全机柜级系统，直接与英伟达的 Grace Blackwell 和 Vera Rubin 竞争。Meta、微软、Anthropic、OpenAI 和 Oracle 都已开始在其数据中心使用 AMD Helios。Meta 上周表示，其 Helios 机柜已投入运行，AMD 同意投资 10 亿美元参与 Meta 的股权发行。
AMD also sells data center GPUs and full rack-scale systems called Helios that compete directly with Nvidia's Grace Blackwell and Vera Rubin. Meta, Microsoft, Anthropic, OpenAI, and Oracle are all beginning to use AMD Helios in their data centers. Meta said last week that its Helios racks are up and running, and AMD agreed to invest $1 billion in Meta's equity offering.
AMD 还承诺向 Anthropic 投资最多 50 亿美元，后者上周发布了备受期待的招股说明书，正逐步逼近一场可能具有历史意义的首次公开募股。
AMD has also committed to investing up to $5 billion in Anthropic, which unveiled its highly anticipated prospectus last week as it inches closer to a potentially historic initial public offering.
苏姿丰 10 月访问台湾期间表示，她计划“大幅增加我们 2027 年的供应量”。今年苏姿丰和英伟达首席执行官黄仁勋均多次前往台湾和韩国，与台积电等关键供应商以及内存龙头 SK 海力士和三星举行会谈。
During a visit to Taiwan in October, Su said she plans to "substantially increase our supply in 2027." Su and Nvidia CEO Jensen Huang have both made multiple trips to Taiwan and South Korea this year, holding meetings with key suppliers like Taiwan Semiconductor Manufacturing Company and memory leaders SK Hynix and Samsung.
9月，AMD宣布将以全股票交易方式收购World Labs，交易金额为82亿美元。这家总部位于旧金山的AI实验室由行业先驱李飞飞创立，正在开发一种所谓的“世界模型”，用于模拟3D环境，以辅助开发机器人和其他具有物理基础的AI应用。
In September, AMD said it would acquire World Labs for $8.2 billion in an all-stock deal. The San Francisco-based AI lab, founded by industry pioneer Fei-Fei Li, is developing a so-called world model that simulates 3D environments to aid in developing robots and other physically grounded AI applications.