AMD (AMD): FY25 Q3 earnings call, Nov 4, 2025
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).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
7 matches for “Supply Chain”; 5 quoted, at least 25 words apart.
…planning multiple quarters out, ensuring that the power is available, that the supply chain is available. The key point is the first gigawatt, we will…
…from a silicon and a memory and a packaging and a component supply chain. We're working with our supply chain partners to make sure all…
…called out supply constraints. Are you seeing any of those in your supply chain? And like are we in a period where we should think…
…customer engagements that we've built, and it's also how we're dimensioning the supply chain to ensure that we can supply certainly our OpenAI partnership as…
…been engaged with a number of customers. I think we're dimensioning the supply chain in such a way that we would have ample supply to…
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