{"id":6742,"date":"2026-11-03T19:27:16","date_gmt":"2026-11-04T00:27:16","guid":{"rendered":"https:\/\/canasanta.ca\/?p=6742"},"modified":"2026-11-03T20:25:45","modified_gmt":"2026-11-04T01:25:45","slug":"amd-casi-duplica-sus-ventas-en-centros-de-datos","status":"publish","type":"post","link":"https:\/\/canasanta.ca\/en\/ciencia\/inteligencia-artificial\/amd-casi-duplica-sus-ventas-en-centros-de-datos\/","title":{"rendered":"AMD CASI DUPLICA SUS VENTAS EN CENTROS DE DATOS"},"content":{"rendered":"

AMD<\/strong> anunci\u00f3 este martes 3 de noviembre que sus ingresos por centros de datos crecieron un 97 % interanual<\/strong>. Los resultados, divulgados despu\u00e9s del cierre burs\u00e1til estadounidense, muestran hasta qu\u00e9 punto la infraestructura de inteligencia artificial est\u00e1 cambiando el negocio de los fabricantes de procesadores.<\/p>\n

EL MOTOR EST\u00c1 EN LOS SERVIDORES<\/h2>\n

La compa\u00f1\u00eda inform\u00f3 de ventas trimestrales totales de 13.377 millones de d\u00f3lares estadounidenses<\/strong>, un 45 % m\u00e1s que un a\u00f1o antes. El segmento de centros de datos alcanz\u00f3 aproximadamente 8.550 millones<\/strong>, impulsado por los procesadores EPYC<\/strong> y los aceleradores Instinct<\/strong>. Son productos destinados a la infraestructura inform\u00e1tica que sostiene servicios empresariales y sistemas de IA.<\/p>\n

El dato permite distinguir dos mercados que a menudo se presentan como si fueran uno solo. Comprar una computadora personal y ampliar un centro de datos responden a necesidades diferentes. Por eso, el comportamiento de los servidores no tiene que reproducir autom\u00e1ticamente lo que ocurre con los equipos vendidos a consumidores.<\/p>\n

UNA PREVISI\u00d3N DE 17.000 MILLONES<\/h2>\n

Para el cuarto trimestre, AMD<\/strong> proyecta ingresos cercanos a 17.000 millones de d\u00f3lares<\/strong>, con un margen de variaci\u00f3n del 3 %. El punto medio supondr\u00eda un crecimiento interanual aproximado del 66 %. La empresa atribuye sus perspectivas al fortalecimiento de la demanda y a la ampliaci\u00f3n de su capacidad para entregar nuevos productos.<\/p>\n

Una previsi\u00f3n no equivale a dinero ya ingresado. Es la estimaci\u00f3n que una compa\u00f1\u00eda comunica sobre su actividad futura y puede cambiar. Conviene separar, por tanto, las ventas contabilizadas en el trimestre terminado de las que la direcci\u00f3n espera conseguir durante los meses siguientes.<\/p>\n

Seg\u00fan Reuters<\/strong>, las acciones avanzaron alrededor del 8 % en lasoperaciones posteriores al cierre tras conocerse los resultados y las perspectivas. Es una reacci\u00f3n de ese momento, no la cotizaci\u00f3n definitiva de la pr\u00f3xima sesi\u00f3n ni una garant\u00eda sobre la evoluci\u00f3n futura de la empresa.<\/p>\n

\"Detalle
Circuito electr\u00f3nico. Imagen de contexto; no corresponde a un procesador AMD identificado. Foto: Anne Nyg\u00e5rd \/ Unsplash.<\/figcaption><\/figure>\n

RESULTADOS Y AJUSTES NO SON LO MISMO<\/h2>\n

El beneficio neto conforme a las normas contables estadounidenses fue de aproximadamente 2.428 millones de d\u00f3lares<\/strong>. La ganancia diluida por acci\u00f3n fue de 1,46 d\u00f3lares<\/strong>; la cifra ajustada, que excluye determinados conceptos, ascendi\u00f3 a 2,09 d\u00f3lares<\/strong>. Presentar ambas como si fueran la misma medida dar\u00eda una imagen equivocada de los resultados.<\/p>\n

En su comunicaci\u00f3n regulatoria, la compa\u00f1\u00eda precisa que los indicadores ajustados deben leerse junto con las cuentas elaboradas conforme a los principios contables estadounidenses, conocidos como GAAP<\/em>. No los considera un sustituto ni una medida superior. La distinci\u00f3n permite al lector reconocer qu\u00e9 cifra pertenece a cada m\u00e9todo de presentaci\u00f3n.<\/p>\n

UN CRECIMIENTO QUE NO ES UNIFORME<\/h2>\n

Los resultados tambi\u00e9n muestran diferencias dentro de AMD<\/strong>. El negocio de computadoras personales creci\u00f3 un 7 %, mientras que los ingresos por videojuegos descendieron un 40 %. El auge de los centros de datos no significa, por tanto, que todas las actividades de la empresa est\u00e9n creciendo al mismo ritmo.<\/p>\n

La lectura central de este anuncio es concreta: los servidores est\u00e1n ganando peso dentro de la compa\u00f1\u00eda. Eso ayuda a explicar la atenci\u00f3n que reciben sus cifras, pero no permite concluir que cualquier inversi\u00f3n en IA resultar\u00e1 rentable. Las ventas de un proveedor de equipos y el rendimiento que obtengan quienes los compran son cuestiones distintas.<\/p>\n

Foto de portada: Dimitri Karastelev \/ Unsplash. Infraestructura de red, imagen de contexto; no corresponde a instalaciones identificadas de AMD.<\/p>","protected":false},"excerpt":{"rendered":"

AMD casi duplica sus ingresos por centros de datos y prev\u00e9 ventas de 17.000 millones de d\u00f3lares en el cuarto trimestre, seg\u00fan sus resultados oficiales.<\/p>","protected":false},"author":284226809,"featured_media":6740,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_wpcom_ai_launchpad_first_post":false,"_jetpack_hide_featured_image":false,"_jetpack_featured_image_duplicate_dismissed":0,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"jetpack_post_was_ever_published":false},"categories":[33205457,33205425,33205424],"tags":[33205923,33206377,33205592,33208489,33207184,33208477,33205914],"class_list":["post-6742","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-al-dia","category-inteligencia-artificial","category-tecnologia","tag-amd","tag-centros-de-datos","tag-inteligencia-artificial","tag-lisa-su","tag-procesadores","tag-resultados-trimestrales","tag-semiconductores"],"acf":{"introduccion":"","fuentes_y_referencias":"

AMD \u2014 Resultados oficiales del tercer trimestre de 2026<\/a>. Comunicado del 3 de noviembre: ingresos, segmentos, beneficios y previsi\u00f3n para el cuarto trimestre.<\/p>

AMD \u2014 Formulario 8-K del 3 de noviembre de 2026<\/a>. Comunicaci\u00f3n regulatoria y advertencia sobre las medidas contables ajustadas.<\/p>

Reuters \u2014 AMD forecast eases AI spending fears as data-center sales surge<\/a>. Publicado el 3 de noviembre a las 21:18 UTC: reacci\u00f3n burs\u00e1til posterior al cierre.<\/p>

Fotograf\u00edas de contexto: Dimitri Karastelev y Anne Nyg\u00e5rd \/ Unsplash. 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