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 “Helios”; 5 quoted, at least 25 words apart.
…track to begin in the second half of the year, leveraging our Helios rack scale architecture, which integrates Instinct GPUs with EPYC Venice CPUs to…
Looking ahead, customer pull for Helios is very strong, driven by our leadership performance, memory bandwidth, and scale-out capacity. Helios development is progressing well with…
…look forward to sharing more on our next-generation Instinct GPUs, EPYC processors, Helios rack-scale platform, and our growing customer engagements at our Advancing AI event…
…the Instinct side. In the press release, you mentioned that MI450 and Helios engagements are strengthening with customer forecasts exceeding the expectations and the pipeline…
Sure, Josh. We are very excited about MI450 and Helios. We're seeing significant customer interest in those products as well. You know, we have certainly…
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