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A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
AMD
AMD (AMD) investor relations material
AMD CES 2026 Keynote summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.CES 2026 Keynote summary6 Jan, 2026
Vision and Industry Transformation
CES 2026 highlighted AI as the central driver of innovation, with leaders emphasizing its transformative impact across industries, including healthcare, science, content creation, and robotics.
Projected 5 billion daily AI users by 2030, with compute infrastructure needing to scale 10,000x from 2022 levels to meet demand.
Collaboration, open ecosystems, and partnerships with leading tech companies and research institutions are essential for accelerating progress and democratizing AI benefits.
The convergence of high-performance computing, AI, and quantum technologies is reshaping enterprise, research, and public-private partnerships.
Cloud is identified as the epicenter for AI development, enabling rapid idea-to-impact cycles and supporting major providers and top AI companies.
AI Hardware and Infrastructure Advancements
AMD unveiled Helios, a next-generation rack-scale AI platform featuring MI455 GPUs and Venice CPUs, delivering up to 2.9 exaflops per rack and launching later in 2026.
The MI400 series offers a portfolio for cloud, enterprise, and sovereign AI, with the MI500 series in development for a 2027 launch, promising a 1,000x performance increase over four years.
The Instinct MI455X GPU delivers a 10x performance increase over previous models, and the Helios AI Rack features 31TB HBM4 memory and advanced 2nm/3nm process technology.
Open, modular designs and high-speed networking enable scalable, turnkey AI infrastructure for hyperscale and enterprise deployments.
ROCm, AMD’s open software stack, is widely adopted by developers and partners, supporting leading AI frameworks.
AI in Cloud, PCs, and Edge Devices
Cloud remains the backbone for large-scale AI model training and inference, with AMD powering major providers and top AI companies.
The Ryzen AI 400 Series, launching in Q1 2026, introduces advanced AI PC processors, enabling on-device generative models and proactive agents for productivity and creativity.
Ryzen AI Max and Halo processors target creators, gamers, and AI developers, with up to 128GB unified memory and developer platform availability in Q2 2026.
Liquid AI and Luma AI demonstrated efficient, multimodal models optimized for AMD hardware, supporting real-time, privacy-focused, and cost-effective AI on diverse devices.
AI PCs are now capable of building and running advanced applications, with seamless integration into productivity and creative workflows.
Instinct MI500 series performance drivers
Ryzen AI competitive differentiation
ROCm platform adoption strategy
AMD's full-stack AI compute. How does this differentiate?
How does AMD ensure cost-effective Yotta Scale AI?
AMD's role in AI for preventative healthcare?
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Next AMD earnings date
Q4 20253 Feb, 2026
AMD
Next AMD earnings date
Q4 20253 Feb, 2026
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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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