Earnings summaries and quarterly performance for ADVANCED MICRO DEVICES.
Executive leadership at ADVANCED MICRO DEVICES.
Lisa Su
Detailed
Chair, President and Chief Executive Officer
CEO
Ava Hahn
Detailed
Senior Vice President, General Counsel and Corporate Secretary
Darren Grasby
Detailed
Executive Vice President, Chief Sales Officer
Forrest Norrod
Detailed
Executive Vice President and General Manager, Data Center Solutions Business Unit
Jack Huynh
Detailed
Senior Vice President and General Manager, Computing and Graphics Business Group
Jean Hu
Detailed
Executive Vice President, Chief Financial Officer and Treasurer
Mark Papermaster
Detailed
Executive Vice President and Chief Technology Officer
Philip Guido
Detailed
Executive Vice President, Chief Commercial Officer
Board of directors at ADVANCED MICRO DEVICES.
Research analysts who have asked questions during ADVANCED MICRO DEVICES earnings calls.
Aaron Rakers
Wells Fargo
7 questions for AMD
Also covers: AAPL, ANET, AVGO +19 more
Joshua Buchalter
TD Cowen
7 questions for AMD
Also covers: ADI, AIP, ALGM +15 more
Timothy Arcuri
UBS
7 questions for AMD
Also covers: ADI, ALGM, AMAT +17 more
Vivek Arya
Bank of America Corporation
7 questions for AMD
Also covers: ADI, ALGM, AMAT +23 more
Ross Seymore
Deutsche Bank
6 questions for AMD
Also covers: ADI, ALAB, AMBA +14 more
Thomas O’Malley
Barclays Capital
6 questions for AMD
Also covers: ALAB, ALGM, AVGO +21 more
Stacy Rasgon
Bernstein Research
5 questions for AMD
Also covers: ADI, AMAT, AVGO +6 more
Joseph Moore
Morgan Stanley
4 questions for AMD
Also covers: ADI, AEVA, ALAB +22 more
CJ Muse
Cantor Fitzgerald
3 questions for AMD
Also covers: ADI, AMAT, ASML +13 more
Harlan Sur
JPMorgan Chase & Co.
3 questions for AMD
Also covers: ADI, ALAB, AMAT +15 more
Antoine Chkaiban
New Street Research
2 questions for AMD
Also covers: ANET, CSCO, MBLY
Ben Reitzes
Melius Research LLC
2 questions for AMD
Also covers: AAPL, AMKR, ANET +9 more
Joe Moore
Morgan Stanley
2 questions for AMD
Also covers: ADI, AMBA, AMKR +7 more
Toshiya Hari
Goldman Sachs Group, Inc.
2 questions for AMD
Also covers: AMAT, AMKR, ARM +17 more
Benjamin Reitzes
Melius Research
1 question for AMD
Also covers: AAPL, AMKR, ANET +7 more
Blayne Curtis
Jefferies Financial Group
1 question for AMD
Also covers: ADI, AIP, ALAB +18 more
Christopher Muse
Cantor Fitzgerald
1 question for AMD
Also covers: ADI, AMAT, ASML +13 more
C J Muse
Tanner Fitzgerald
1 question for AMD
Also covers: SNDK
Harsh Kumar
Piper Sandler & Co.
1 question for AMD
Also covers: ADI, AVGO, MCHP +10 more
Recent press releases and 8-K filings for AMD.
AMD outlines growth strategy at UBS 2025 Global Technology and AI Conference
AMD
Product Launch
Guidance Update
New Projects/Investments
- AMD’s data center revenue reached $16 billion in 2025, driving total data center mix from under 20% to nearly 50%, and is projected to grow at over 60% CAGR going forward.
- The company raised its data center TAM forecast to $1 trillion by 2030 (up from $500 billion by 2028) and targets double-digit share gains via its CPU, GPU, FPGA, ASIC portfolio and chiplet technology.
- AMD secured a 6 GW multi-gigawatt partnership with OpenAI, offering ~10% equity in warrants, to co-optimize GPU accelerator development and scale volume.
- Expanding beyond silicon, AMD acquired ZT and partnered with Sanmina to deliver full-stack solutions, planning a Helios rack launch with MI450 accelerators in 2026 to accelerate customer deployment.
3 days ago
AMD outlines AI data center strategy at UBS 2025 Global Technology and AI Conference
AMD
- AMD has pivoted its focus to data center, growing this segment from <20% to nearly 50% of revenues and achieving $16 billion in data center sales in 2025, with expectations to sustain 60%+ CAGR.
- AMD’s competitive edge stems from a holistic IP portfolio—including CPUs, GPUs, FPGAs and chiplets—enabling adaptable, workload-driven integration.
- AMD expects GPUs to retain 75–80% of the AI accelerator market versus 20–25% for ASICs, citing GPU programmability and model flexibility.
- AMD and OpenAI agreed on a 6 GW multi-generation partnership, granting OpenAI 10% in warrants, equating to double-digit billions in incremental annual revenue per GW and reinforcing AMD’s roadmap credibility.
- General-purpose CPU demand is reaccelerating, fueled by PC/server refresh cycles and AI-spawned inferencing workloads, supporting long-term CPU TAM growth.
3 days ago
AMD outlines AI and data center strategy at UBS Global Technology and AI Conference
AMD
Product Launch
New Projects/Investments
- AMD’s data center business has grown at over 50% annual growth and is projected to accelerate to 60%+ CAGR, with $16 billion in FY 2025 and a trillion-dollar TAM by 2030.
- AMD emphasizes a holistic data center portfolio—CPUs (EPYC with >40% revenue share), GPUs, FPGAs and chiplets—leveraging five generations of chiplet integration to adapt to evolving AI workloads and maintain flexibility versus ASICs.
- AMD has forged a 6-gigawatt, multi-generation partnership with OpenAI, including equity warrants, to co-design AI accelerators (MI400 series), securing double-digit billions in revenue per gigawatt while continuing engagements with other hyperscalers.
- The MI450 accelerator series and Helios rack solution—enabled by the ZT acquisition and Sanmina collaboration—will launch in 2026, offering a full-stack hardware-software solution to accelerate AI infrastructure deployment.
- CPU demand is robust as AI inference workloads drive increased general-purpose computing needs; AMD expects continued share gains with next-generation Venice CPUs and anticipates the CPU TAM to expand alongside AI growth.
3 days ago
AMD-backed Vultr plans $1B AI supercluster in Ohio
AMD
New Projects/Investments
- Vultr is investing $1 billion to build a 50-megawatt AI supercluster in Springfield, Ohio, expected online by early 2026.
- The facility will deploy 24,000 AMD Instinct MI355X GPUs built on 4th Gen CDNA architecture with 288 GB HBM3E memory and 8 TBps bandwidth.
- Financing includes a line of credit from a syndicate led by Bank of America, JPMorgan, Goldman Sachs, and Wells Fargo.
- Vultr plans to sell the cluster before it goes live and currently has no confirmed clients for the Ohio facility.
4 days ago
AMD benefits from David Tepper’s increased AI semiconductor stakes
AMD
New Projects/Investments
- Appaloosa Management fully exited Intel and Oracle in Q3 2025, citing Intel’s slow foundry transition and Oracle’s high debt and CapEx despite cloud and AI demand.
- David Tepper built a $154 million stake in AMD, reflecting confidence in its growing data center revenue and GPU demand.
- Tepper also raised his Nvidia position by 150,000 shares, boosting it to 4.8% of the fund’s portfolio, underscoring Nvidia’s AI infrastructure dominance.
- His moves illustrate a bullish, value-driven strategy on the AI semiconductor industry, projected to reach $1 trillion in sales by 2030.
4 days ago
AMD forms JV with Cisco and HUMAIN to build AI infrastructure
AMD
New Projects/Investments
- AMD, Cisco and HUMAIN will invest in a joint venture to deploy up to 1 GW of AI infrastructure in Saudi Arabia by 2030, launching with a 100 MW phase in 2026.
- The JV will combine HUMAIN’s modern data center capacity with AMD Instinct MI450 Series GPUs and Cisco’s critical infrastructure solutions as exclusive technology partners.
- AMD will establish an AMD Center of Excellence in Saudi Arabia to accelerate local integration and innovation.
Nov 19, 2025, 6:31 PM
AMD: Appaloosa Management Takes New Stake and Exits Intel, Oracle
AMD
New Projects/Investments
- Appaloosa Management opened a new AMD stake in Q3 2025, making it one of the fund’s top holdings.
- The fund exited positions in Intel and Oracle during the same quarter.
- New stakes were also added in Fiserv, American Airlines, Truist, and KeyCorp.
- Appaloosa boosted investments in Whirlpool, Qualcomm, Baidu, and Nvidia, while trimming UnitedHealth, Vistra, Amazon, Meta, and Uber.
- Despite another trim, Alibaba remained the largest holding at 16% of the portfolio.
Nov 13, 2025, 9:27 PM
AMD outlines growth strategy and targets at Financial Analyst Day 2025
AMD
Guidance Update
- AMD expects ~$34 B in revenue for 2025, marking a 26% CAGR since 2016, with gross profit of ~$18 B and operating profit of ~$8 B.
- Over the next 3–5 years, AMD targets >60% CAGR in its Data Center business, >10% CAGR in its Core business, and >35% CAGR company-wide.
- AMD aims to achieve >50% server market share, >40% client revenue share, and >70% adaptive compute share in Data Center AI.
- The Data Center TAM is projected at ~$200 B in 2025, expanding to >$1 T by 2030.
Nov 11, 2025, 6:00 PM
AMD outlines growth strategy and targets at Financial Analyst Day 2025
AMD
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- AMD expects >35% total revenue CAGR through 2027, led by >60% CAGR in its Data Center business and >10% CAGR in its core businesses.
- Data Center AI revenue is projected to grow at >80% CAGR, with AMD targeting >50% server CPU market share over the next 3–5 years.
- The Data Center TAM is estimated at ~$200 billion in 2025 and forecast to exceed $1 trillion by 2030, driven by AI infrastructure expansion.
- AMD has invested >$100 billion over the past five years (including >$40 billion organic and ~$60 billion acquisitions) to support compute technology leadership and AI growth.
Nov 11, 2025, 6:00 PM
AMD outlines growth strategy and AI roadmap at Financial Analyst Day 2025
AMD
Product Launch
Guidance Update
New Projects/Investments
- AMD forecast ~$34 B revenue, ~$18 B gross profit, and ~$8 B operating profit for 2025, reflecting CAGRs of 26%, 34%, and 79% since 2016.
- Projects >60% CAGR in its Data Center business and >80% CAGR in Data Center AI revenue over the next 3–5 years, with a Data Center TAM of ~$200 B in 2025 growing to >$1 T by 2030.
- Unveiled its AI computing roadmap, including Instinct MI450 Series accelerators in 2026 and the Helios rack-scale platform beginning 2H’26 to enable rack-scale AI deployments.
- Highlighted strategic partnerships with OpenAI (deploying 6 GW of Instinct accelerators) and Oracle (50,000 GPUs) to accelerate its AI factory build-out.
Nov 11, 2025, 6:00 PM
Quarterly earnings call transcripts for ADVANCED MICRO DEVICES.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more