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CLAIM #5418 · Advanced Micro Devices Inc (AMD) · 2025Q1 earnings call · May 6, 2025 · due Jul 1, 2025

We began sampling our next-gen MI350 series with multiple customers in the first quarter and remain on track to begin accelerated production by mid-year.

Lisa Su · CEO

PENDING
graded after results covering Jul 1, 2025 are reported

In context

ct deployments. Turning to our AI solutions capabilities, earlier this quarter, we completed our acquisition of ZT Systems, adding world-class systems design expertise to complement our silicon and software leadership. With ZT, we can provide ready-to-deploy RAC-level AI solutions based on industry standards built with AMD CPUs, GPUs, and networking, reducing deployment time for hyperscalers, and accelerating time-to-market for OEM and ODM partners. The team is fully engaged in already co-designing with key customers on RAC-level designs optimized for our upcoming MI400 series and working with customers and OEM partners to accelerate time-to-market for our MI350 series. We have received significant interest in ZT's manufacturing business and expect to announce a strategic partner shortly. We began sampling our next-gen MI350 series with multiple customers in the first quarter and remain on track to begin accelerated production by mid-year. MI350 series performance is very strong based on the advances in our CDNA 4 Architecture. We designed CDNA 4 to deliver leadership performance across a wide range of AI workloads, increasing memory capacity and bandwidth 1.5x, adding support for new data types, and improving network efficiency to deliver 35x higher throughput and performance compared to MI300X. Customer interest in the MI350 series is very strong, setting the stage for broad deployment in the second half of this year. As one example, we are partnering with Oracle to deploy a large-scale cluster powered by MI355X accelerators, fifth-gen EPYC Turin processors, and Polara 400 AI NIC. This multi-billion-dollar initiative highlights the expanding AMD and OCI partnership and a growing demand for AMD Instinct to power the next w

Verify independently

SEC filings for AMD · Claim quote is verbatim from the 2025Q1 earnings call.