AMD (AMD): FY26 Q1 earnings call, May 5, 2026
No Kalshi or Polymarket word markets were listed for AMD’s May 5, 2026 earnings call (FY26 Q1). The transcript is searchable below (quotes of at most 25 words).
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11 matches for “Agentic AI”; 5 quoted, at least 25 words apart.
Inferencing and agentic AI are increasing the need for server CPU compute, as these workloads require additional CPU processing for orchestration, data movement, and parallel…
…seeing today and the structural increase in CPU compute requirements driven by agentic AI, we now expect the server CPU TAM to grow at greater…
…both the magnitude and durability of the opportunity ahead. As inferencing and agentic AI deployments scale, they are fundamentally increasing compute requirements, driving both larger…
…TAM for 2030 at the Analyst Day, and it's very quickly doubled. Agentic AI has obviously gotten a lot of attention in recent months, but…
…all of the things that we believed in terms of, you know, agentic AI and inferencing and all the CPU compute that is required, is…
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