Learn the smart way to up-level your SQL deployment to meet the challenges of the AI era. *** Subscribe: https://bit.ly/Subscribe_to_AMD Join the AMD Red Team Discord Server: https://discord.gg/amd-gaming 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 Instagram: https://bit.ly/AMD_on_Instagram ©2025 Advanced Micro Devices, Inc. AMD, the AMD Ar ...

Learn the smart way to up-level your SQL deployment to meet the challenges of the AI era. *** Subscribe: https://bit.ly/Subscribe_to_AMD Join the AMD Red Team Discord Server: https://discord.gg/amd-gaming 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 Instagram: https://bit.ly/AMD_on_Instagram ©2025 Advanced Micro Devices, Inc. AMD, the AMD Ar ...

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]