Lisa Soo says, AMD always expects the restrictions imposed on advanced GPU exports to China, as she says with the Trump administration to keep us from the dominant AI Tech (Nasdaq: NVDA), advanced fine devices (NASDAQ: AMD)
Tuesday, Advanced small devices AMD CEO Lisa Soo The company said that the company focuses on keeping international customers linked to American artificial intelligence technologies amid new government bases.
What happened: During the profit call in the first quarter of AMD, SU treated questions about the company’s long -term expectations for artificial intelligence chips sales.
Securities Bank of America analyst Vevik Arya When asked by SU about the amount of the total AMD market, which costs about $ 500 billion (TAM) for the artificial intelligence teacher associated with China, given the increase in US export restrictions.
It also pressed it on the potential impact of the rules of the new US government on the deployment of artificial intelligence techniques, which are scheduled to enter on May 15.
In response, Su said that the company may actually represent China’s boundaries in TAM estimates.
“We always expected that there would be as much as the so -called restrictions on a type of graphics processing units in China,” Su said. “So it was taken into account in Tam’s expectations when we spoke about $ 500 billion. I don’t think this changes significantly TAM.”
However, SU has confirmed that the rules for the spread of upcoming artificial intelligence are a more sensitive challenge.
“We are actively working with the government as they think about these rules, which is a very good balance that we must get,” she said. SU has confirmed the commitment of AMD to make sure that the American AI companies, including them, remain the initial technology platforms in the world.
“We want to make sure that the rest of the world can really use us as a basic platform,” she said.
Why is this important: Earlier, I reported that Donald Trump The administration considers a great review of the spread of artificial intelligence, which divides the two countries into three levels. Officials are now exploring a shift towards a global licensing system based on bilateral agreements.
It also weighs tougher controls by reducing the exemption threshold for chip purchases. Currently, orders are less than 1700 Nafidia Company Nvda H100 The chips do not require an export license and only generate notification to the authorities.
AMD recorded the revenue of the first quarter of $ 7.44 billion, exceeding the expected analysts’ expectations. On an annual basis, total revenue increased 36 %.
For the second quarter, AMD revenues about $ 7.4 billion, with a possible variation of $ 300 million. This view exceeds the current analyst’s expectations of $ 7.24 billion.
The company also expects a total margin other than the principles of generally accepted accounting by 43 % for the second quarter, as it studies estimated at $ 800 million in fees related to the stock associated with new employees to monitor export, as previously revealed.
Price work: AMD shares increased by 1.72 % in trading after working hours, reaching $ 100.32 at the time of this report. Benzinga Pro.
According to Benzinga Edge’s shares classifications, AMD bears the degree of growth in the sixty -sixth centenary. How do you compare other chips like NVIDIA? Click here to view the full categories.
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Disintegration: This content was partially produced with the help of artificial intelligence tools and was reviewed and published by Beenzinga editors.
