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CLAIM #5379 · Advanced Micro Devices Inc (AMD) · 2024Q4 earnings call · Feb 4, 2025 · due Dec 31, 2025

Instinct platforms are currently being deployed across more than a dozen CSPs globally, and we expect this number to grow in 2025.

Lisa Su · CEO

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versus commitment · official band 5 percent
Committed
Instinct platforms are currently being deployed across more than a dozen CSPs globally, and we expect this number to grow in 2025
Reported
hyperscalers expanded MI350 series availability. Leading AI companies scaled their deployments to support additional workloads. Multiple new cloud providers launched MI350 series offerings

In context

h quarter, MI300X production deployments expanded with our largest cloud partners. Meta exclusively used MI300X to serve their Llama 405B frontier model on meta.ai and added instinct GPUs to its OCP-compliant Grand Teton platform, designed for deep learning recommendation models and large-scale AI inferencing workloads. Microsoft is using MI300X to power multiple GPT 4-based Copilot services, and launched flagship instances that scale up to thousands of GPUs for AI training and inference and HPC workloads. IBM, Digital Ocean, [Vulture] (ph) and several other AI-focused CSPs have begun deploying AMD Instinct accelerators for new instances. IBM also announced plans to enable MI300X on their Watson X AI and data platform for training and deploying enterprise-ready generative AI applications. Instinct platforms are currently being deployed across more than a dozen CSPs globally, and we expect this number to grow in 2025. For enterprise customers, more than 25 MI300 series platforms are in production with the largest OEMs and ODMs. To simplify and accelerate enterprise adoption of AMD Instinct platforms, Dell began offering MI300X as a part of their AI factory solution suite and is providing multiple ready-to-deploy containers via the Dell Enterprise Hub on hugging face. HPC adoption also grew in the quarter. AMD now powers five of the 10 fastest and 15 of the 25 most energy efficient systems in the world, on the latest top 500 supercomputer list. Notably, the El Capitan system at Lawrence Livermore National Labs, debuted as the world's fastest supercomputer, using over 44,000 MI300 AI APUs to deliver more than 1.7 exaflops of compute performance. Earlier this month, the high-performance computer center at

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SEC filings for AMD · Claim quote is verbatim from the 2024Q4 earnings call.