Core Insights - OVHcloud has launched its new Bare Metal 2026 generation of dedicated servers to address the challenges organizations face in managing large volumes of data while controlling costs and environmental impact [1][7] Product Features - The Bare Metal 2026 servers are built on the latest AMD Ryzen and AMD EPYC processors, designed for cost-effective power and high resiliency, suitable for various use cases such as machine learning, blockchain, and online gaming [2][3] - The servers feature high core counts, high-speed DDR5 memory, and a variety of rapid storage options, optimizing performance per watt for sustainability [4] - The lineup includes unlimited traffic network connections, with guaranteed public bandwidth ranging from 1 to 5 Gbit/s and private bandwidth up to 50 Gbit/s, ideal for clusters and virtualization [5] Server Lineup - The Bare Metal 2026 lineup includes: - **Rise 2026**: Versatile servers for intensive workloads and light virtualization, powered by AMD Ryzen or EPYC processors [8] - **Game 2026**: Servers designed for online gaming, featuring AMD Ryzen 9000 X3D processors for low latency [8] - **Advance 2026**: Servers for blockchain and database management, powered by AMD EPYC 4005 processors with a 99.95% SLA [8] - **Scale 2026**: High-performance servers for big data and analytics, supporting AMD EPYC 9005 processors with up to 384 cores and 3 TB of DDR5 memory [8] Sustainability and Data Protection - The Bare Metal 2026 servers are backed by OVHcloud's energy-efficient data centers utilizing water cooling, ensuring a responsible environmental model [8] - Data protection is supported by ISO27001 certification and a strong European approach to data sovereignty, allowing customers to maintain control over their data [9] Company Overview - OVHcloud operates over 500,000 servers across 46 data centers globally, serving 1.6 million customers in over 140 countries, focusing on a sustainable cloud model with a strong performance-price ratio [11]

Core Viewpoint - Many leading chip companies in the U.S. are currently led by Chinese CEOs, who have successfully turned around struggling firms [1][3]. Group 1: Company Performance and Leadership - AMD was on the verge of collapse with continuous losses until CEO Lisa Su implemented significant reforms, focusing on R&D and launching the Zen architecture, which led to a successful turnaround [3]. - Broadcom, under CEO Hock Tan, has seen substantial growth, with a market capitalization exceeding $1.6 trillion, ranking it seventh globally [3]. - Intel, after the appointment of Pat Gelsinger, has begun to recover from previous struggles, including significant losses in the CPU market and poor performance in the GPU sector [3][5]. Group 2: Technological Advancements - Under Pat Gelsinger's leadership, Intel has made strategic cuts to unprofitable segments and is focusing on its core business, leading to improved performance [5]. - Intel's 14A process technology has shown advancements, with performance per watt improving by 15-20%, power consumption decreasing by 25-35%, and transistor density increasing by 30% compared to the previous 18A generation [5][7]. Group 3: Market Dynamics - Intel has reportedly secured orders from AMD, Apple, and NVIDIA for its 14A process technology, indicating a shift away from reliance on TSMC for manufacturing [7]. - The potential success of Intel's 14A technology poses a significant threat to TSMC, as U.S. companies may prefer to support domestic manufacturers, which could lead to a loss of orders for TSMC [8].

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Company Information - AMD encourages users to subscribe to their channel for updates [1] - AMD invites users to join the AMD Red Team Discord server [1] - AMD maintains presences on Facebook, Twitter, Twitch, LinkedIn, and Instagram [1] Legal and Trademark - The document contains a copyright notice for 2025 Advanced Micro Devices, Inc [1] - AMD, the AMD Arrow Logo, and combinations thereof are trademarks of Advanced Micro Devices, Inc in the United States and other jurisdictions [1] - Other names mentioned are for informational purposes only and may be trademarks of their respective owners [1]

Industry Focus & Participation - The Mobile World Congress (MWC) is a key event for the telecommunications industry [1] - AMD has a diverse product portfolio enabling participation with OEMs, packet core providers, and operators in the telecommunications sector [1] Partnership & Technology - AMD collaborates with KDDI at MWC, showcasing technologies in life transformation [2] - The collaboration between AMD and KDDI utilizes AMD EPYC technology [3] - The partnership leverages AMD EPYC technology for its performance capabilities [3]

Art Baudo, Head of Product Marketing at AWS, shares how AMD EPYC instances have powered AWS since 2018. From web apps to HPC, customers are doing big things with AMD in the cloud. *** Subscribe: https://bit.ly/Subscribe_to_AMD Join the AMD Red Team Discord Server: https://discord.gg/amd-red-team Like us on Facebook: https://bit.ly/AMD_on_Facebook Follow us on Twitter: https://bit.ly/AMD_On_Twitter Follow us on Twitch: https://Twitch.tv/AMD Follow us on LinkedIn: https://bit.ly/AMD_on_Linkedin Follow us on I ...

Financial Data and Key Metrics Changes - AMD reported a net revenue growth of 14% to $25.8 billion for 2024, achieving record annual revenue while expanding gross margin and increasing profitability year over year [34][35] - The data center segment revenue grew 94% year over year to $12.6 billion, significantly contributing to overall revenue growth [35] - The client segment revenue reached $7.1 billion, up 52% year over year, indicating strong performance in the client business [40] Business Line Data and Key Metrics Changes - Data center products, including AMD EPYC and AMD Instinct, accounted for nearly 50% of annual revenue, nearly doubling year over year [34] - The gaming segment revenue declined 58% year over year to $2.6 billion, attributed to inventory normalization in the game console business [42] - The embedded segment revenue also declined to $3.6 billion, but stabilization is expected in 2025 with anticipated year-over-year growth in the second half of the year [43][44] Market Data and Key Metrics Changes - AMD's cloud business now has over 1,000 EPYC cloud instances, with significant share in first-party workloads at major hyperscale customers [35] - The company powers 50% of the world's fastest supercomputers, including the top two, showcasing its strong position in the HPC market [36] - Design wins across market segments reached over $14 billion, up 25% year over year, indicating strong demand for AMD's products [45] Company Strategy and Development Direction - AMD aims to strengthen its leadership in high-performance computing across data centers, PCs, gaming, and embedded devices, with a focus on AI as a transformational technology [33][46] - The acquisition of ZT Systems is seen as strategic for enhancing AI solutions and accelerating time to market for upcoming products [38] - The company plans to continue investing in R&D, sales, and marketing while also returning capital to shareholders through share repurchases [54] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about growth trajectories, emphasizing the importance of investing in R&D and supply chain capabilities [58][59] - The leadership team is confident in AMD's ability to become a leading AI company, leveraging its strong product roadmap and customer relationships [61][62] - The company anticipates significant opportunities in AI and plans to launch new products, including the MI 350 series, in the near future [52] Other Important Information - AMD's Board of Directors approved a new share repurchase authorization of $6 billion, bringing the total available for repurchases to $10 billion [54] - The company reported a strong balance sheet and commitment to long-term shareholder returns [55] Q&A Session Summary Question: What is AMD's philosophy on driving total shareholder returns over the long term? - AMD focuses on growing revenue and profitability while investing in R&D and supply chain capabilities, with share repurchases being a part of their capital allocation strategy [58][59] Question: What makes AMD confident in becoming a leading AI company? - AMD's history of strong product roadmaps, combined with investments in high-performance computing and AI capabilities, positions the company well for future growth in the AI sector [61][62]