Advanced Micro Devices Inc at Goldman Sachs Communacopia + Technology Conference Transcript

Sep 11, 2026 / 03:50PM GMT

Release Date Price: ARS82525 (+2.52%)

Transcript

James Schneider

The Goldman Sachs Group, Inc. - Analyst

Good morning, everybody. Welcome to the final day of the Goldman Sachs Communication Technology Conference. My name is Jim Schneider. I'm the seminar analyst here at Goldman Sachs. It's my pleasure to welcome AMD to the stage today with us from the company.

We have SVP and General Manager of compute enterprise Dan McNamara and Corporate Vice President of Financial Strategy, Investor Relations, Matt Ramsey. Welcome, guys. Thanks for being here.

Daniel McNamara

Advanced Micro Devices Inc - SVP and General Manager

Thank you.

Questions & Answers

James Schneider

The Goldman Sachs Group, Inc. - Analyst

I think the topic almost every session at this conference is AI. So your key enabler is that trend with your infrastructure products. Maybe before we kind of get into those products, how is the AI adoption kind of progress inside AMD over the past several years from a corporate perspective, what areas have seen the biggest productivity gains? And

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