AMD (AMD): FY25 Q4 earnings call, Feb 3, 2026
No Kalshi or Polymarket word markets were listed for AMD’s Feb 3, 2026 earnings call (FY25 Q4). 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.
12 matches for “Cloud”; 5 quoted, at least 25 words apart.
…our data center AI business as Instinct and ROCm adoption increased with cloud, enterprise, and AI customers. Looking at our fourth quarter, fourth quarter revenue…
…workloads. As a result, we had record server CPU sales to both cloud and enterprise customers in the quarter, and exited the year with record…
…more than 500 AMD-based instances in 2025, increasing the number of EPYC Cloud instances more than 50% year over year to nearly 1,600. In the…
…very strong. Hyperscalers are expanding their infrastructure to meet growing demand for cloud services and AI. While enterprises are modernizing their data centers to ensure…
…pull for Venice is very high with engagements underway to support large-scale cloud deployments and broad OEM platform availability when Venice launches later this year.…
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