AMD (AMD): FY25 Q4 earnings call, Feb 3, 2026

Tue, Feb 3Earnings callSpeaker-labelled transcriptAMD

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).

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

Lisa Sucompanyprepared

…year to a record $5.4 billion led by accelerating Instinct MI350 Series GPU deployments and server share gains. In server, adoption of fifth-gen EPYC TURN…

Lisa Sucompanyprepared

…year. Turning to our data center AI business, We delivered record Instinct GPU revenue in the fourth quarter led by the ramp of MI350 Series…

Lisa Sucompanyprepared

…on AMD, with the leading models launching with day-zero support for Instinct GPUs. This capability highlights our rapidly expanding open-source community enablement. Including new upstream…

Lisa Sucompanyprepared

…developers to train and deploy highly performant deep learning models on Instinct GPUs. For large businesses, we introduced our enterprise AI suite. A full-stack software…

Lisa Sucompanyprepared

…to our multi-generation partnership with OpenAI to deploy six gigawatts of Instinct GPUs, We are in active discussions with other customers on at-scale multi-year deployments…

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