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.

22 matches for “OpenAI”; 5 quoted, at least 25 words apart.

Lisa Sucompanyprepared

…solutions. On the customer front, we announced a comprehensive multiyear agreement with OpenAI to deploy 6 gigawatts of Instinct GPUs with the first gigawatt of…

Lisa Sucompanyprepared

…our hardware, software and full stack solution strategy. Moving forward, AMD and OpenAI will work even more closely on future hardware, software, networking and system-level…

Vivek Aryaanalystqa

And for my follow-up, there is some industry debate, Lisa, about OpenAI's ability to kind of simultaneously engage with all 3 merchants and the ASIC…

Lisa Sucompanyqa

…Vivek. Look, we're very -- obviously, very excited about our relationship with OpenAI. It's a very significant relationship. Think about it as it's a pretty…

Lisa Sucompanyqa

…times are and things like that, we are planning very closely with OpenAI as well as the CSP partners to ensure that we're all prepared…

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