Harlan Sur's questions to Advanced Micro Devices Inc (AMD) leadership • Q1 2025
Question
Harlan Sur asked about AMD's strategy for its upcoming MI400 rack-scale AI solutions, focusing on how the company plans to simplify deployment and the nature of early customer feedback. He also inquired about the key drivers of AMD's sustained momentum in the enterprise on-prem EPYC server market.
Answer
CEO Lisa Su stated that the acquisition of ZT Systems was a key move to address rack-scale architecture challenges and that AMD is actively co-designing MI400 solutions with customers, receiving high enthusiasm. For EPYC's enterprise success, Su credited the strength and breadth of the 5th Gen Turin product portfolio and, most importantly, significant investments in go-to-market capabilities, including direct engagement with end-users to replicate successful deployments across industries.