AMD’s Q3 2024 earnings call today wasn’t bullish on gaming revenue overall, but it did confirm a hot new rumor about GPUs – specifically, the launch of AMD’s next-gen RDNA 4 parts early next year. “We are on track to launch the first RDNA4 GPUs in early 2025,” said Lisa Su, CEO of AMD, and the company confirmed to PC World which is the first time he has shared those plans publicly.
“In addition to a sharp increase in gaming performance, RDNA 4 delivers significantly increased ray tracing performance and adds new AI capabilities,” Su said on the call.
AMD expects its gaming revenue to continue to decline this quarter, due in large part to the aging of the PlayStation 5 and Xbox Series consoles, and it’s not exactly the company’s main focus these days anyway. On today’s call, Su noted that gaming only accounts for two percent of the company’s revenue, while the data center now accounts for more than half of the company’s business. She says that after spending 10 years transforming AMD, her next task is to “make AMD the leader in end-to-end AI.”