CLAIM #5381 · Advanced Micro Devices Inc (AMD) · 2024Q4 earnings call · Feb 4, 2025 · due Dec 31, 2026
“We are seeing strong customer interest in the MI400 series for large-scale training and inference deployments and remain on track to launch in 2026.”
Lisa Su · CEO
How to check this claim
Look at: MI400 series product launch status
It came true if: AMD publicly confirms MI400 series launch (initial shipments or availability announcement) occurs during calendar year 2026
Where: Company press releases, earnings calls, or product announcements (AMD investor relations / quarterly earnings calls)
In context
“for at-scale MI350 deployments. Based on early silicon progress and the strong customer interest in the MI350 series, we now plan to sample lead customers this quarter and are on track to accelerate production shipments to mid-year. As we look forward into our multiyear AMD Instinct road map, I'm excited to share that MI400 series development is also progressing very well. The CDNA next architecture takes another major leap enabling powerful rackscale solutions that tightly integrate networking CPU and GPU capabilities at the silicon level to support Instinct solutions at data center scale. We designed CDNA next to deliver leadership AI and HPC flops while expanding our memory capacity and bandwidth advantages and supporting an open ecosystem of scale up and scale out networking products. We are seeing strong customer interest in the MI400 series for large-scale training and inference deployments and remain on track to launch in 2026. Turning to our acquisition of ZTE Systems. We passed key milestones in the quarter and received unconditional regulatory approvals in multiple jurisdictions, including Japan, Singapore and Taiwan. Cloud and OEM customer response to the acquisition has been very positive, as ZTE's Systems expertise can accelerate time to market for future Instinct accelerator platforms. We have also received significant interest in ZTE's manufacturing business. We expect to successfully divest ZTE's industry-leading U.S.-based data center infrastructure production capabilities, shortly after we closed the acquisition, which remains on track for the first half of the year. Turning to our client segment. Revenue increased 58% year-over-year to a record $2.3 billion. We gained client revenue share for the fou”
Verify independently
SEC filings for AMD ↗ · Claim quote is verbatim from the 2024Q4 earnings call.