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CLAIM #5560 · Advanced Micro Devices Inc (AMD) · 2025Q4 earnings call · Feb 3, 2026 · due Dec 31, 2026

But for 2026, I would say the vast majority of it is going to be RackScale solutions. And yes, we will take revenue when we ship to the rack builder.

Lisa Su · CEO

PENDING
graded after results covering Dec 31, 2026 are reported

How to check this claim

Look at: Proportion of MI450-series (MI450/MI455) revenue or shipments that are RackScale solutions versus discrete eight-way GPU server form factor, fiscal year 2026

It came true if: RackScale solutions represent clear majority (>50%) of MI450-series volume/revenue, as described by management

Where: Management commentary on quarterly earnings calls (FY2026) and company disclosures on Instinct/MI450 product mix

In context

ose tailwinds we are seeing, we continue to see in next few quarters and our gross margin will be when MI450 ramp, of course, in Q4, driven largely by mix. And I think we'll give you more color when we get there. But overall, we feel really good about our gross margin progression this year. Operator: Thank you. The next question comes from the line of Joe Moore with Morgan Stanley. Please proceed. Joe Moore: Great. Thank you. On the MI455 ramp, will 100% of the business be racks? Will there be kind of an eight-way server business around that architecture? Then is the revenue recognition when you ship to the rack vendor, or is there something to understand about that? Thank you. Lisa Su: Yes, Joe. So we do have multiple variants of the MI450 series, including an eight-way, GPU form factor. But for 2026, I would say the vast majority of it is going to be RackScale solutions. And yes, we will take revenue when we ship to the rack builder. Joe Moore: Okay. Great. And then can you talk to any risk that you may have in terms of, you know, once you get silicon out, turning that into racks, any potential issues as you ramp that? I know your competitor had some last year. You said you learned from that. You know, is there anything you've done with kind of free building racks to sort of ensure you won't have those issues? Just any risk we need to understand around that. Lisa Su: Yeah. I mean, I think so. The main thing is the development is going really well. It is we're right on track with the MI450 series as well as the Helios rack development. We've done a lot of testing already both at the rack scale level as well as, you know, at the silicon level. So far, so good. We are getting the let's call it a lot of input from our cus

Verify independently

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