Logotype for Advanced Micro Devices Inc

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.
Logotype for Advanced Micro Devices Inc
Partnership summary6 Oct, 2025

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.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Advanced Micro Devices earnings date

Logotype for Advanced Micro Devices Inc
Q3 20254 Nov, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Advanced Micro Devices earnings date

Logotype for Advanced Micro Devices Inc
Q3 20254 Nov, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

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.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage