No, it's not. Lisa Su just called out the specific product lines in the earnings call rather than the reporting segment, but they are congruent statements.That statement (verbal) is different from their official press release.
Enterprise, Embedded, and Semi-Custom is all lumped together in one group, i.e. server CPUs/GPUs, embedded CPUs/GPUs, and consoles all get lumped together. Computing and Graphics is for consumer level CPUs and GPUs.
Lisa Su just made it a little more specific in stating that revenue increase was driven by Epyc, Ryzen, and consoles.
They are pointing out that GM only stayed flat because of increased console sales. If you take those sales out of the equation, GM would have increased.They even pointed out that gross margin was flat due to the high sales of semi-custom chips.
116% increase Y/Y in that one segment. Again, console chips are notoriously low margin. You cannot have flat GM if your revenue increase is being driven so largely by console chips, it's mathematically impossible. I've done a break down before, but in Q1 of this year, AMD reported that console revenue was negligible. That means that in that quarter almost all of the segment revenue was from datacenter products. I broke down what the means for Epyc revenue in Q1 at the time in this thread. Long story short, from Q1 Epyc revenue to Q3, they had "strong double digit growth" for Epyc sales which means even if we are being conservative, Epyc revenue in Q3 was approaching $500M. As far as that wafer allocation rumor, I don't believe it, AMD's financials don't support it at all.