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With a 36% growth in revenue and record results in its data center segment, AMD is establishing itself as an increasingly strong competitor against Intel and NVIDIA.
AMD has reported solid financial results for the first quarter of 2025, reinforcing its growth strategy in the data center and artificial intelligence markets. With revenues of $7.438 billion, a non-GAAP gross margin of 54%, and an adjusted net income of $1.566 billion, the company led by Lisa Su is once again picking up speed, positioning itself as one of the most dynamic tech firms at the moment.
The standout segment in these results has been the data center segment, which generated $3.674 billion, a 57% increase from a year ago, driven by the growing demand for AMD EPYC™ CPUs and AMD Instinct™ GPUs aimed at AI workloads.
Comparison with Intel and NVIDIA: Three Visions of the Future of Computing
In a context where artificial intelligence, edge computing, and massive data processing have become the pillars of technological growth, AMD, Intel, and NVIDIA are adopting different strategies but with increasingly marked points of collision.
| Company | Q1 2025 Revenue | Year-over-Year Growth | Current Main Focus | Competitive Advantages |
|---|---|---|---|---|
| AMD | $7.438 billion | +36% | AI and data centers | EPYC architecture and CPU+GPU integration, ROCm expansion |
| Intel | $12.720 billion (Q1 2025) | +9% | Client and server CPUs, Foundry Services | Own manufacturing scale, new foundries in the U.S. and Germany |
| NVIDIA | $22.100 billion (Q4 FY2024) | +265% (YoY) | AI acceleration, cloud GPUs, and model training | Absolute dominance in AI, CUDA ecosystem, strategic cloud partnerships |
AMD vs. NVIDIA: While NVIDIA currently dominates the AI accelerator market with its H100 GPUs and Hopper architecture, AMD is narrowing the gap with the Instinct MI300X, combined with the ROCm ecosystem, which already offers compatibility with models like Llama 4 and Google Gemma 3. Companies like Core42 have already committed to deploying AMD GPUs to build some of the largest compute centers in Europe.
AMD vs. Intel: As Intel struggles to regain competitiveness in the server CPU segment with its Xeon line, AMD is continuing to gain market share with EPYC “Zen 5”, thanks to its energy efficiency and performance per dollar. Additionally, the acquisition of ZT Systems places AMD at the heart of modular and rack infrastructure, crucial for future AI platforms.
A Quarter of Strategic Expansion
AMD has not only exceeded expectations in revenue and margins. It has signed key agreements on multiple fronts:
- Dell, Jio, CEA (France), Nokia, and Cisco are betting on AI solutions based on AMD.
- The FSR 4 technology reaches gamers with AI improvements, directly competing with NVIDIA’s DLSS.
- EPYC Embedded 9005 and the Versal AI Edge XQRVE2302 are expanding their presence in industrial, networking, and aerospace markets.
Expectations for the Rest of the Year
Despite the strong figures, AMD has warned about the impact of new export controls, with a provision of $800 million that will affect gross GAAP margins in the second quarter. Nevertheless, the company expects to maintain revenues around $7.400 billion, with a solid foundation for growth in the second half of the year.
Conclusion: A New Balance in the Sector
AMD demonstrates that its combination of innovation, efficiency, and strategic expansion allows it to compete on equal footing with giants like Intel and NVIDIA. While these two continue to lead in volume and dominance in certain segments (in-house manufacturing in Intel’s case; total leadership in AI from NVIDIA), AMD is successfully positioning itself as the third pillar of high-performance computing.
2025 promises to be a pivotal year in the market’s rebalancing: more players competing to lead the future of artificial intelligence, data centers, and hybrid CPU+GPU systems.
Source: Financial News
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