Advanced Micro Devices, Inc. (AMD) Barclays 22nd Annual Global Technology Conference (Transcript)

Market Share and Growth - AMD has significantly increased its market share in the server CPU market, growing from low single digits a few years ago to 34% in Q3 2024 [3] - The company has achieved parity and in some instances leadership in both the PC and server markets [3] Product Innovation - AMD has consistently focused on innovative product generation-by-generation, leading to improved Total Cost of Ownership (TCO) performance [3] - The company has launched the Zen 5 architecture, codenamed Turin, as part of its fourth-generation family [3] Performance Metrics - AMD's server CPUs have demonstrated strong performance per watt and performance per dollar, contributing to their market success [3]