{"id":244892,"date":"2026-02-04T20:05:30","date_gmt":"2026-02-04T20:05:30","guid":{"rendered":"https:\/\/bm.dev.synology.me\/?p=244892"},"modified":"2026-02-04T20:05:30","modified_gmt":"2026-02-04T20:05:30","slug":"amd-pierde-15-pe-bursa-dupa-ce-veniturile-gigantului-din-industria-procesoarelor-au-dezamagit-analistii-asteptarile-erau-extrem-de-ridicate","status":"publish","type":"post","link":"https:\/\/bm.dev.synology.me\/?p=244892","title":{"rendered":"AMD pierde 15% pe burs\u0103 dup\u0103 ce veniturile gigantului din industria procesoarelor au dezam\u0103git anali\u015ftii. \u201eA\u015ftept\u0103rile erau extrem de ridicate\u201d"},"content":{"rendered":"<p>\nProduc\u0103torul de cipuri Advanced Micro Devices (AMD) a \u00eenregistrat o sc\u0103dere de 15% miercuri, dup\u0103 ce prognoza sa pentru primul trimestru nu a \u00eendeplinit a\u015ftept\u0103rile anali\u015ftilor, noteaz\u0103 CNBC.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<\/p>\n<p>\nAMD a raportat pentru al patrulea trimestru venituri de 10,27 miliarde de dolari, dep\u0103\u015find estim\u0103rile consensului LSEG de 9,67 miliarde de dolari, anun\u0163ate mar\u0163i.<\/p>\n<p>\nCompania estimeaz\u0103 venituri de 9,8 miliarde de dolari pentru primul trimestru, cu o marj\u0103 de plus sau minus 300 milioane de dolari, comparativ cu a\u015ftept\u0103rile de 9,38 miliarde de dolari. Totu\u015fi, unii anali\u015fti anticipau o prognoz\u0103 mai puternic\u0103, \u00een contextul unei cre\u015fteri continue a cererii pentru procesoarele necesare dezvolt\u0103rii inteligen\u0163ei artificiale.<\/p>\n<p>\nAMD, al\u0103turi de Nvidia, este unul dintre principalii produc\u0103tori de cipuri pentru AI \u015fi a v\u0103zut ac\u0163iunile sale cresc\u00e2nd cu peste 100% \u00een ultimul an, pe fondul cererii \u00een cre\u015ftere.<\/p>\n<p>\n\u201e\u00cen primul r\u00e2nd, a\u015ftept\u0103rile erau extrem de ridicate\u201d, a spus Chris Rolland, de la Susquehanna, la CNBC. \u201e\u00cen al doilea r\u00e2nd, compania a anun\u0163at venituri din China \u00een trimestrul respectiv, ceea ce nu era prev\u0103zut \u00een estim\u0103rile pie\u0163ei. Dac\u0103 iei asta \u00een calcul, dep\u0103\u015firea prognozelor a fost mult mai pu\u0163in semnificativ\u0103 dec\u00e2t ne-am fi a\u015fteptat.\u201d<\/p>\n<p>\nCu toate acestea, analistul \u00een domeniul semiconductorilor a precizat c\u0103 cererea pentru cipurile AMD \u00een centrele de date r\u0103m\u00e2ne puternic\u0103 \u015fi compania sugereaz\u0103 contracte viitoare de ordinul gigawa\u0163ilor.<\/p>\n<p>\n\u00cen octombrie, AMD a semnat un acord cu OpenAI, care ar putea conduce la o preluare de 10% din ac\u0163iuni de c\u0103tre startup-ul AI. OpenAI va folosi 6 gigawa\u0163i din unit\u0103\u0163ile grafice Instinct de la AMD pe mai mul\u0163i ani, \u00eencep\u00e2nd cu o implementare ini\u0163ial\u0103 de 1 gigawatt \u00een a doua jum\u0103tate a anului 2026, au anun\u0163at companiile.<\/p>\n<p>\nDe asemenea, Oracle a anun\u0163at \u00een octombrie planuri de a implementa 50.000 de cipuri AI produse de AMD \u00eencep\u00e2nd cu sf\u00e2r\u015fitul acestui an.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Produc\u0103torul de cipuri Advanced Micro Devices (AMD) a \u00eenregistrat o sc\u0103dere de 15% miercuri, dup\u0103 ce prognoza sa pentru primul trimestru nu a \u00eendeplinit a\u015ftept\u0103rile anali\u015ftilor, noteaz\u0103 CNBC.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; AMD a raportat pentru al patrulea trimestru venituri de 10,27 miliarde de dolari, dep\u0103\u015find estim\u0103rile consensului LSEG de 9,67 miliarde de dolari, anun\u0163ate mar\u0163i. Compania estimeaz\u0103 venituri [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[510],"tags":[7737,14742,62593,14105],"class_list":["post-244892","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-amd","tag-asteptari","tag-bursa-analisti","tag-dezamagire"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/244892","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=244892"}],"version-history":[{"count":0,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/244892\/revisions"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=244892"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=244892"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=244892"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}