“Our next-generation Venice CPU extends our leadership across each of these metrics. Customer pull for Venice is very high with engagements underway to support large-scale cloud deployments and broad OEM platform availability when Venice launches later this year.”

In context

“lity, broad software enablement, and increased go-to-market programs. The leading server providers now offer more than 3,000 solutions powered by fourth and fifth-gen EPYC CPUs, that are optimized for all major enterprise workloads. As a result, the number of large businesses deploying EPYC on-prem more than doubled in 2025 and we exited the year with record server sell-through. Looking ahead, server CPU demand remains very strong. Hyperscalers are expanding their infrastructure to meet growing demand for cloud services and AI. While enterprises are modernizing their data centers to ensure they have the right compute to enable new AI workflows. Against this backdrop, EPYC has become the processor of choice for the modern data center. Delivering leadership performance, efficiency, and TCO. Our next-generation Venice CPU extends our leadership across each of these metrics. Customer pull for Venice is very high with engagements underway to support large-scale cloud deployments and broad OEM platform availability when Venice launches later this year. Turning to our data center AI business, We delivered record Instinct GPU revenue in the fourth quarter led by the ramp of MI350 Series shipments. We also had some revenue from MI308 sales to customers in China. Instinct adoption broadened in the quarter. Today, eight of the top 10 AI companies use Instinct to power production workloads across a growing range of use cases. With the MI350 series, we are entering the next phase of Instinct adoption. Expanding our footprint with existing partners and adding new customers. In the fourth quarter, hyperscalers expanded MI350 series availability. Leading AI companies scaled their deployments to support additional workloads. Multiple new cloud providers launched MI350 series offerings that deliver on-demand access to Instinct infrastructure in the”