Advanced Micro Devices, Inc. (AMD) UBS Global Technology and AI Conference (Transcript)

Core Insights - AMD has developed a comprehensive data center technology portfolio over the past decade, aiming to lead in silicon solutions for data centers [4] - The company currently holds a 34% market share in the CPU segment, having started with the EPYC line of CPUs and subsequently expanded into GPUs and networking technologies [4] Data Center Strategy - AMD's strategy involves integrating world-class CPU, GPU, and networking technologies to optimize solutions, particularly for AI applications [4][5] - The company believes that having all components in-house enhances the overall effectiveness of their offerings [4][5]