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).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
10 matches for “Cloud”; 5 quoted, at least 25 words apart.
…CPU revenue. Revenue increased more than 50% year-over-year, with sales to both cloud and enterprise customers each growing more than 50%. Share gains accelerated year-over-year,…
EPYC-powered cloud instances increased nearly 50% year-over-year to more than 1,600, with instances optimized for virtually every enterprise workload and expanded availability across the largest…
…Venice processor, built on our Zen 6 architecture and 2 nanometer process technology, is designed to extend our leadership across cloud, enterprise, and AI workloads.
…Looking more broadly, we are seeing a meaningful acceleration in customer demand driven by the rapid scaling of AI workloads across both cloud and enterprise.
…a significant double-digit percentage year-over-year as adoption of Instinct accelerates across cloud, enterprise, sovereign, and supercomputing customers. We're seeing strong momentum as…
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