AMD (NasdaqGS:AMD) 2026 Earnings Call Presentation
AMDAMD(US:AMD)2026-01-06 02:30

AI Market and Applications - AI is pervasive, with an estimated 5 billion people using AI daily within 5 years[14] - AI is expanding from cloud to personal computing and edge devices[18] - AI model innovation is accelerating compute demand, with training flops increasing 4x every year[28] AMD's AI Solutions for Data Center - AMD is building a blueprint for yotta scale infrastructure[31] - The AMD "Helios" AI Rack features 2.9 Exaflops of AI compute, 31 TB of HBM4 memory, and 43 TB/s scale out bandwidth[38] - AMD Instinct MI455X offers a 10x performance increase compared to MI355X[40] - AMD is extending its leadership roadmap with the next-gen MI500 series, targeting a >1000x AI performance increase in 4 years[52] AMD's AI Solutions for PCs - AMD is at the forefront of AI PC innovation, introducing the first x86 NPU[60] - AMD Ryzen AI 400 Series powers next-generation AI PCs, offering up to 1.3x faster multitasking and 1.7x faster content creation compared to Intel Core Ultra 9 288V[66] - AMD Ryzen AI Max+ demonstrates up to 1.4x faster AI performance compared to Apple Macbook Pro M5[77] and up to 1.8x faster content creation[78] - AMD Ryzen AI Max+ achieves up to 1.7x-1.8x tokens/sec per dollar compared to Nvidia DGX Spark in AI development tasks[81] AMD's Broader Impact - AMD powers over 1 billion gamers & creators[90] - AMD is the compute foundation for modern science, contributing to climate forecasting with an 85% reduction in time to generate forecasts[111] and antibody optimization[119]