AMD (AMD): FY25 Q3 earnings call, Nov 4, 2025

Tue, Nov 4Earnings callSpeaker-labelled transcriptAMD

No Kalshi or Polymarket word markets were listed for AMD’s Nov 4, 2025 earnings call (FY25 Q3). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

28 matches for “GPU”; 5 quoted, at least 25 words apart.

Lisa Sucompanyprepared

…record $4.3 billion led by the ramp of our Instinct MI350 Series GPUs and server share gains. Server CPU revenue reached an all-time high as…

Lisa Sucompanyprepared

…and cloud deployments at launch. Turning to data center AI. Our Instinct GPU business continues to accelerate. Revenue grew year-over-year driven by the sharp ramp…

Lisa Sucompanyprepared

…of their MI350 Series public cloud offerings in the quarter. MI300 Series GPU deployments with AI developers also broadened in the quarter. IBM and Zyphra…

Lisa Sucompanyprepared

…and efficiency at data center scale. Helios integrates our Instinct MI400 Series GPUs, Venice EPYC CPUs and Pensando NICs in a double-wide rack solution optimized…

Lisa Sucompanyprepared

…a comprehensive multiyear agreement with OpenAI to deploy 6 gigawatts of Instinct GPUs with the first gigawatt of MI450 Series accelerators scheduled to start coming…

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