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CLAIM #5533 · Advanced Micro Devices Inc (AMD) · 2025Q4 earnings call · Feb 3, 2026 · due Dec 31, 2027

We are on track to launch MI500 in 2027 and expect MI500 to deliver another major leap in AI performance to power the next wave of large-scale multimodal models.

Lisa Su · CEO

PENDING
graded after results covering Dec 31, 2027 are reported

How to check this claim

Look at: Commercial launch/availability of MI500 series product

It came true if: MI500 series launched or made generally available within calendar year 2027

Where: Company product announcements, investor presentations, or 10-K/earnings call disclosures on Instinct MI500 launch timing

In context

lution that integrates easily into existing infrastructure. Multiple OEMs publicly announced plans to launch Helios systems in 2026, with deep engineering engagement underway to support smooth production ramps. In December, HPE announced that they will offer Helios Racks with purpose-built HPE Juniper Ethernet switches. And optimized software for high-bandwidth scale-up networking. And in January, Lenovo announced plans to offer Helios Racks. MI430x adoption also grew in the quarter. With new exascale-class supercomputers announced by Genc in France and HLRS in Germany. Looking further ahead, development of our next-generation MI500 series is well underway. MI500 is powered by our cDNA6 architecture, built on advanced two-nanometer process technology, and features high-speed HBM4e memory. We are on track to launch MI500 in 2027 and expect MI500 to deliver another major leap in AI performance to power the next wave of large-scale multimodal models. In summary, our AI business is accelerating. With the launch of MI400 series and Helios representing a major inflection point for the business as we deliver leadership performance and TCO at the chip, compute tray, and rack level. Based on the strength of our EPYC and Instinct roadmaps, we are well-positioned to grow data center segment revenue by more than 60% annually, over the next three to five years and scale our AI business to tens of billions in annual revenue in 2027. Turning to clients and gaming. Segment revenue increased 37% year over year to $3.9 billion. In client, our PC processor business performed exceptionally well. Revenue increased 34% year over year to a record $3.1 billion driven by increased demand for multiple generations of Ryzen desktop and mobile CPUs. Desktop CP

Verify independently

SEC filings for AMD · Claim quote is verbatim from the 2025Q4 earnings call.