AMD and NVDA late 2022

Continuing the discussion from UPST's time has not yet come:

AMD just warned for Q3. A revenue miss of $1.1B ($6.7B → $5.6B). AMD says all segments were as expected, except Client, which is down 53% QoQ and down 40% YoY. Client segment includes desktop and notebook PC processors and chipsets.

If PC sales are down, so are Nvidia’s GPUs.


Here comes the pain!

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