Once, NVIDIA and AMD's primary battleground was the consumer market. However, now that a significant portion of their revenues is derived from the data center business, they both can confidently claim to be data center companies.

At the recent Goldman Sachs Networking and Technology Conference, AMD CEO Dr. Lisa Su stated, "For a long time, our data center business experienced single-digit growth and represented a small percentage of total revenue. Last quarter, over 50% of our revenue came from the data center business, truly positioning us as a data center-first company."

According to the earnings report, AMD's data center business revenue reached $2.834 billion last quarter. In contrast, the client business and gaming business stood at $1.492 billion and $648 million, respectively.

Su added, "It's genuinely exciting to witness the data center market flourishing and our business advancing rapidly."

Since the introduction of the AMD Zen architecture, AMD has prioritized its data center business, particularly the EPYC processor line.

With the recent surge in generative AI, AMD's Instinct GPU accelerator business has also seen rapid growth. Although it lags behind NVIDIA, it remains profitable, especially the MI300 series accelerator cards, which have set a record by booking $100 million in the shortest time in AMD's history.

Of course, Ryzen remains AMD's core product and business. However, the presence of gaming graphics cards is diminishing, and the next generation may not even feature a flagship model.