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Advanced Micro Devices (AMD) investor relations material
Advanced Micro Devices Partnership summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Opening remarks and agenda
Conference call introduced to announce a multi-year, multi-generation strategic partnership for 6 GW of GPUs, with key executives highlighting its significance for advancing AI at scale.
Participants were informed about the call structure, including a Q&A session and upcoming financial results discussion.
Objectives of the partnership
Strategic partnership and definitive agreement with OpenAI to accelerate the buildout of next-generation AI infrastructure using AMD Instinct GPUs.
Multi-year, multi-generation agreement to deploy 6 GW of AMD Instinct GPUs, starting with 1 GW in the second half of 2026.
Partnership aims to empower frontier AI models, enable large-scale deployments, and deliver tens of billions in annual revenue.
Partner introductions and roles
OpenAI is a lead customer and key contributor to AMD’s GPU and rack-scale solution design, bringing expertise in generative AI research and deployment.
AMD provides high-performance computing systems and next-generation GPUs, with both companies sharing technical expertise to optimize product roadmaps.
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Frequently asked questions
Designer and Manufacturer of GPUs and CPUs
Advanced Micro Devices, Inc. (AMD), founded in 1969, is a global semiconductor company. Over the years, AMD has established itself as a significant player in the technology industry by designing and producing a wide range of microprocessors, graphics processors, and related technologies.
These products are integral to various high-demand applications, making AMD a key supplier to sectors such as consumer electronics, gaming, enterprise computing, and high-performance computing. The company is headquartered in Santa Clara, California, and its shares are listed on the NASDAQ.
The Company's Products and Operations
AMD's central processing units (CPUs) are one of the company's flagship products. Its Ryzen series of processors, known for high performance and energy efficiency, have gained substantial popularity among consumers, particularly in the personal computing and gaming markets. In the graphics processing unit (GPU) segment, AMD’s Radeon line has become particularly popular in gaming and professional visualization.
Radeon GPUs are known for their powerful performance and advanced features, such as real-time ray tracing and machine learning capabilities.. AMD's GPUs are also utilized in data centers, where they power high-performance computing (HPC) and artificial intelligence (AI) workloads. Additionally, AMD produces chipsets that enable communication between different components within a computer system, enhancing overall system performance and efficiency.
The company’s EPYC server processors are particularly noteworthy in the data center market, providing robust solutions for cloud computing, virtualization, and data analytics.
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