Advanced Micro Devices Inc (STU:AMD)
€ 466.4 +11.45 (+2.52%) Market Cap: 764.88 Bil Enterprise Value: 757.41 Bil PE Ratio: 174.61 PB Ratio: 13.47 GF Score: 81/100

Advanced Micro Devices Inc at Barclays Global Technology Conference Transcript

Dec 10, 2025 / 06:25PM GMT
Release Date Price: €189.2 (-0.48%)
Thomas O;Malley
Barclays Services Corp - Analyst

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Good to go. All right, everyone. Welcome back to the Barclays Global Tech Conference. I'm pleased to have Jean and Matt here from AMD. Thank you for joining.

Jean Hu
Advanced Micro Devices Inc - Chief Financial Officer, Executive Vice President, Treasurer

Thank you. Thank you for having us.

Questions & Answers

Thomas O;Malley
Barclays Services Corp - Analyst

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No problem at all. So why don't we start with the question that's on everybody's mind as we exit kind of 2025 and going to '26 here? There's been a ton of AI spend announced. We aggregate kind of over $3 trillion. The compute networking portion of that, we can argue about all day.

But I think the conversation is centered around the feasibility of actually deploying all of the spend in the time line that's been laid out. Maybe talk to me about kind of what you're seeing in terms of the ability to deploy this and then how it's benefiting AMD in general.

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