1Q Data center sales YoY
1Q Data center sales YoY
$NVIDIA(NVDA)$ +73% (record Q $39.1 B)
$Advanced Micro Devices(AMD)$ +57%
$Intel(INTC)$ +8% (DCAI was modified. Again.)
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INTC decided to "to integrate NEX into CCG and DCAI and modified our segment reporting to align to this and certain other business reorganizations"
The new DCAI is ~30% larger by revenue than previous but less profitable
Old DCAI was +1% YoY in FY24.
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INTC over 1Q24 had also changed DCAI reporting by excluding Altera (which was bleeding revenue)
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