AMD Announces RDNA 4 GPU Launch Amid Declining Gaming Revenue
AMD’s Q3 2024 earnings call today wasn’t bullish on gaming revenue overall, but it did confirm a hot new rumor on 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 AMD CEO Lisa Su, and the company confirmed to PCWorld that it’s the first time it’s shared those plans publicly.
“In addition to a strong increase in gaming performance, RDNA 4 delivers significantly higher 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 no small part to the PlayStation 5 and Xbox Series consoles aging out, and it’s not exactly the company’s primary focus these days anyhow. On today’s call, Su pointed out how gaming only accounts for two percent of the company’s revenue, while data center is now well over half of the company’s business. She says that after spending 10 years turning AMD around, her next task is to “make AMD the end-to-end AI leader.”
Expert Insights
To further understand AMD’s shift in focus and the implications of the RDNA 4 launch, we invited industry experts to share their thoughts.
Discussion Panel
Dr. Sarah Johnson, Tech Analyst
Dr. Johnson highlighted the importance of AMD’s pivot towards AI, noting that “as gaming becomes a smaller part of their revenue, focusing on AI might place them ahead of competitors like NVIDIA.”
Mark Turner, Gaming Industry Insider
Mark raised concerns over the potential impact on gamers. “While technologies like AI can enhance performance, gamers are worried about the longevity of existing consoles,” he said.
Emily Chen, Hardware Engineer
Emily pointed out that “the addition of ray tracing and AI capabilities in RDNA 4 could revolutionize gaming experiences, despite the declining revenue from the current console generation.”
Looking Ahead
As the conversation unfolds, it’s evident that AMD’s strategy may reshape their position in both the gaming and AI markets. What are your thoughts on the RDNA 4 launch and AMD’s shift in focus? Share your views in the comments below!