AI Growth OpportunityAMD believes that AI is a multi-billion growth opportunity and has seen customer engagements in relation to AI multiplying by 7x sequentially in relation to MI250 and MI300 hardware and software.
Market PositionAMD has a strong track record of innovation, design agility and proven execution and has been gaining market share from Intel in the server and client segment given the growing demand of its 4th Gen EPYC processors and Ryzen 8000 series.
Strategic AcquisitionsAMD announced a $665M acquisition of Silo AI, the largest private AI lab in Europe, viewed as a positive strategic move focused on deepening AMD's internal open-source AI software expertise.