AMD (AMD): FY25 Q2 earnings call, Aug 5, 2025
On its Aug 5, 2025 earnings call (FY25 Q2), AMD said 7 of the 15 words Kalshi listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
15 words · 7 settled yes · our count agreed on 15 of 15- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| GPU | Yes | 21 | 26 | ✓ | 96%transcripts from the transcript model | – |
| ROCm | Yes | 7 | 7 | ✓ | 90%transcripts from the transcript model | – |
| Frontier | Yes | 3 | 3 | ✓ | 64%transcripts from the transcript model | – |
| Automotive | Yes | 2 | 2 | ✓ | 67%transcripts from the transcript model | – |
| Export restriction | Yes | 2 | 2 | ✓ | 17%transcripts from the transcript model | – |
| HPC | Yes | 1 | 1 | ✓ | 70%n=1+tx from settlement history blended with transcripts | – |
| healthcare | Yes | 1 | 1 | ✓ | 50%transcripts from the transcript model | – |
| MI300X | No | 0 | 0 | ✓ | 90%transcripts from the transcript model | – |
| Meta | No | 0 | 0 | ✓ | 77%transcripts from the transcript model | – |
| Triton | No | 0 | 0 | ✓ | 49%transcripts from the transcript model | – |
| TSMC | No | 0 | 0 | ✓ | 44%transcripts from the transcript model | – |
| Milan | No | 0 | 0 | ✓ | 44%transcripts from the transcript model | – |
| Chiplet | No | 0 | 0 | ✓ | 38%transcripts from the transcript model | – |
| AI chip | No | 0 | 0 | ✓ | 13%n=1+tx from settlement history blended with transcripts | – |
| NVIDIA | No | 0 | 0 | ✓ | 13%n=1+tx from settlement history blended with transcripts | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
9 matches for “Inference”; 5 quoted, at least 25 words apart.
…a competitive standpoint, MI355 matches or exceeds B200 in critical training and inference workloads and delivers comparable performance to GB200 for key workloads at significantly…
…compared to our prior generation and adding support for large-scale training, distributed inference and lower precision data types. To deepen developer engagement, we introduced nightly…
…is there, that it has ready-to-deploy containers. You can run training and inference easily. You don't necessarily have to make longer-term commitments. I think that's…
…ensuring that we are fully ready for large-scale deployments of not just inference but training. I think when we get to tens of billions of…
…then as these workloads evolve, I mean, you've sort of talked about inference and training and sort of different opportunities for AMD. Are you seeing…
Where the listed words were said
…compute infrastructure as customers quickly realize that each token generated by a GPU triggers multiple CPU-intensive tasks. Against this backdrop, fifth-gen EPYC Turin shipments ramped…
…launch with day 0 AMD support. To accelerate enterprise adoption, we introduced ROCm Enterprise AI, a full-stack platform that integrates seamlessly with existing IT infrastructure…
…more than 1/3 of the world's fastest supercomputers, including El Capitan and Frontier, which retained the #1 and #2 spots on the latest Top 500…
…significantly from the prior quarter, supported by new wins with large technology, automotive, manufacturing, financial services and public sector customers. To extend our momentum with…
…Turning to our Data Center AI business. Revenue declined year-over-year as U.S. export restrictions effectively eliminated MI308 sales to China, and we began transitioning to…
…enterprise wins with Forbes 2000 pharma, tech, automotive, financial services, aerospace and health care companies. We expect to continue growing our commercial client share based…
Agents: this page as TSV at /api/v1/appearances/amd:2025-08-05:earnings_call · words: /api/v1/brief?appearance=amd:2025-08-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP