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.

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

Lisa Sucompanyprepared

…and Helios platform continue expanding. In addition to our multi-generation partnership with OpenAI to deploy six gigawatts of Instinct GPUs, We are in active discussions…

Lisa Sucompanyqa

…very well. You know, we have obviously a very strong relationship with OpenAI, and we're planning that ramp starting in the second half of the…

Joshua Buchalteranalystqa

…a deal with the, you know, SRAM-based spatial architect provider, and then OpenAI has reportedly been linked to one as well. Could you speak to…

Ben Reitzesanalystqa

Yeah. Hey. Thanks. Appreciate it. Hey. Lisa, wanted to ask you about OpenAI. Know, I'm sure a lot of the volatility, you know, out there…

Lisa Sucompanyqa

…would say is, you know, we're very much working in partnership with OpenAI as well as our CSP partners. To deliver on MI450 series and…

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