“There are multiple customers that we would expect to have, let's call it, very significant scale in the MI450 generation.”

How to check this claim

Look at: Number of distinct customers deploying AMD MI450-generation accelerators at very significant scale (large-scale deployments/revenue commitments as disclosed by AMD)

It came true if: AMD or management commentary identifies 2 or more distinct customers with large-scale MI450 deployments

Where: Management commentary on earnings calls / company press releases regarding MI450 customer deployments (2026-2027)

Verify independently

SEC filings for AMD ↗ · Claim quote is verbatim from the 2025Q3 earnings call.