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.

10 matches for “Venice”; 5 quoted, at least 25 words apart.

Lisa Sucompanyprepared

…based on our leadership performance and TCO. Looking ahead, our sixth-gen EPYC Venice processor, built on our Zen 6 architecture and 2 nanometer process technology,…

Lisa Sucompanyprepared

…Verano, our first EPYC CPU purpose-built for AI infrastructure. Across the portfolio, Venice widens our competitive advantage, delivering substantially higher performance per socket and per…

Lisa Sucompanyprepared

…with any prior EPYC generation, and we remain on track to launch Venice later this year. Looking more broadly, we are seeing a meaningful acceleration…

Lisa Sucompanyprepared

…leveraging our Helios rack scale architecture, which integrates Instinct GPUs with EPYC Venice CPUs to deliver fully optimized high-performance AI infrastructure. Together with our previously…

Lisa Sucompanyqa

…cost optimized, you know, AI infrastructure optimized, as we've done in the Venice family. You know, when you put all that together, we're very excited…

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