AMD 2024财年第三季度财报电话会议要点： 1. 创纪录收入68亿美元，同比增长18% 2. 数据中心部门收入同比翻倍，占总收入52% 3. 客户端部门收入同比增长29% 4. 毛利率扩大250个基点至54% 5. 每股收益同比增长31%至0.92美元 6. EPYC处理器和Instinct AI加速器需求强劲 7. MI300X被微软用于Copilot服务，Meta用于LLaMA 2推理 8. 宣布收购Nod.ai以增强AI软件能力 9. 计划于2025年初推出首款RDNA 4 GPU 10. 庆祝CEO Lisa Su就任10周年，聚焦未来AI领导地位

业绩会速递2024-11-29

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