Pretty Meh. Revenue flat. Servers continue their slide but PC doing okay. Big increase in revenue in Internet of Things.
Desktop volume was up 15% YoY while notebook was up 40%.
But yeah, the data center slide is significant, especially when considering AMD has quite a few more quarters before Sapphire Rapid is here
It also means that Ice Lake-SP still isn't affecting Intel's DCG revenue much (if at all).
Not necessarily. The launch quarter can have a revenue slump probably because there's a transition period. You can see that very clearly with Apple. Intel is a bit more complex. We'll have to see Q3 results.
Looks like the Q2 conference call essentially disclosed Intel has to pay a penalty for the continuing slipping the Aurora supercomputer suffers, to the point that the contract now very likely has a negative profit margin.
Would explain why Aurora didn't dump Intel.