Advanced Micro Devices, Inc. (AMD) Presents at AMD Advancing AI 2026 Transcript
Advanced Micro Devices, Inc. (AMD) AMD Advancing AI 2026 July 23, 2026 12:30 PM EDT
Company Participants
Lisa Su – Chair, President & CEO
Vamsi Boppana – Senior Vice President of Artificial Intelligence
Daniel McNamara – Senior VP and GM of Compute & Enterprise AI
Jack Huynh – Senior Vice President and GM of Computing & Graphics Group
Matthew Ramsay – Vice President of Financial Strategy & Investor Relations
Forrest Norrod – Executive VP & GM of the Data Center Solutions Business Group
Conference Call Participants
Tom Brown
Sachin Katti
Santosh Janardhan – Meta Platforms, Inc.
Andrew Feldman – Cerebras Systems Inc.
Philippe Tillet
Jeremy Legg – AT&T Inc.
Jeetendra Patel – Cisco Systems, Inc.
Stacy Rasgon – Bernstein Institutional Services LLC, Research Division
Christopher Caso – Wolfe Research, LLC
Joshua Buchalter – TD Cowen, Research Division
Joseph Moore – Morgan Stanley, Research Division
Benjamin Reitzes – Melius Research LLC
Simon Leopold – Raymond James & Associates, Inc., Research Division
Aaron Rakers – Wells Fargo Securities, LLC, Research Division
Srinivas Pajjuri – RBC Capital Markets, Research Division
Atif Malik – Citigroup Inc., Research Division
Blayne Curtis – Jefferies LLC, Research Division
Bhavtosh Vajpayee – CLSA Limited, Research Division
Conversation
Lisa Su
Chair, President & CEO
Good morning.
Unknown Attendee
Good morning.
Lisa Su
Chair, President & CEO
That’s a pretty good, good morning. I’m going to try one more good morning. And welcome to Advancing AI 2026. It’s so great to be back here in San Francisco and to see so many friends and partners and customers and especially all the developers that are here with us today. And I want to say a big welcome to everyone who’s joining us online from around the world.
This is my absolute favorite event of the year. It’s where we bring the entire AI ecosystem together to show what we’ve been building and where we’re going next. And this year, this is our biggest show
