AMD (AMD): FY26 Q1 earnings call, May 5, 2026

Tue, May 5Earnings callSpeaker-labelled transcriptAMD

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).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

5 matches for “Inference”; 4 quoted, at least 25 words apart.

Lisa Sucompanyprepared

…momentum as customers move from pilots to large-scale production deployments, particularly in inference, where our leadership memory capacity and bandwidth are key advantages. This momentum…

Lisa Sucompanyprepared

…and multi-year visibility into large-scale deployments. More broadly, Instinct adoption continues to expand across AI native and enterprise customers for both training and inference workloads.

Lisa Sucompanyqa

And those are for both training and inference workloads, although the largest deployments are for inference. You know, based on all of that, and the…

Lisa Sucompanyqa

…GPUs as the primary accelerator. You may choose to do optimization around inference, around, you know, low latency, around, you know, certain parts of the…

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