AI Index / Advanced Micro Devices, Inc.
Advanced Micro Devices, Inc. (AMD)
AMD integrates AI into its processors and graphics technologies, enabling performance improvements for gaming, cloud computing, and data centers. Its AI-based solutions support deep learning, machine learning, and high-performance computing workloads. AMD focuses on optimizing AI for use in edge computing and intelligent applications across sectors like healthcare and automotive.
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Growth accelerated for the fourth consecutive quarter year-over-year, driven by strength in our core businesses and expanding data center and AI momentum.
- Lisa Su
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Quotes from amd Executives About Artificial Intelligence and Generative AI
Turning to our data center AI business, revenue increased by a significant double-digit percentage year-over-year, as MI325X shipments ramp to support new enterprise and cloud deployments.
- Lisa Su
Several hyperscalers expanded their use of Instinct accelerators to cover an increasing range of generative AI search, ranking, and recommendation use cases.
- Lisa Su
We also added multiple tier one cloud and enterprise customers in the quarter, including one of the largest frontier model developers that is now using Instinct GPUs to serve a significant portion of their daily inference traffic.
- Lisa Su
The depth and breadth of our customer engagements continues to expand as breakthroughs in large-scale AI models drive increased demand for traditional inferencing and increasingly as a critical part of pre-training.
- Lisa Su
...we are actively working with multiple customers to scale Instinct from single-node deployments to distributed inferencing clusters.
- Lisa Su
In parallel, we're making meaningful progress with Sovereign AI deployments as countries expand investments to establish domestic, nation-scale AI infrastructure.
- Lisa Su
We expanded our open-source community enablement in the quarter, making significantly more Instinct compute infrastructure available.
- Lisa Su
We're also enabling an increasing number of models to launch with day zero support for Instinct accelerators.
- Lisa Su
...including Meta's LLAMA 4... that were released in the first quarter. Beyond launch...