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.
38 matches for “Growth”; 5 quoted, at least 25 words apart.
…the year, driven by accelerating demand for AI infrastructure across our portfolio. Growth was broad-based, with every segment increasing year-over-year, led by 57% data center…
…GPUs, and Ryzen processors. These results mark a clear inflection in our growth trajectory and a structural shift in our business. Data center is now…
…wide range of workloads. In cloud, AI was the primary driver of growth in the quarter, as every major cloud provider expanded their EPYC footprint…
…partners to meaningfully increase our wafer and back-end capacities to support this growth. As a result, we now expect server CPU revenue to grow by…
…of dollars in annual data center AI revenue in 2027 and to exceed our long-term growth target of greater than 80% in the coming years.
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