Advanced Micro Devices, Inc. (AMD) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

SA Transcripts 162.18K Followers Follow Advanced Micro Devices, Inc. ( AMD ) Goldman Sachs Communacopia + Technology Conference 2026 September 11, 2026 11:50 AM EDT Company Participants Daniel McNamara - Senior VP and GM of Compute & Enterprise AI Matthew Ramsay - Vice President of Financial Strategy & Investor Relations Conference Call Participants James Schneider - Goldman Sachs Group, Inc., Research Division Presentation James Schneider Goldman Sachs Group, Inc., Research Division Okay. Great. Good morning, everybody. Welcome to the final day of the Goldman Sachs Communacopia and Technology Conference. My name is Jim Schneider. I'm the semiconductor 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 the Compute Enterprise AI, Dan McNamara; and Corporate Vice President of Financial Strategy and Investor Relations, Matt Ramsay. Welcome, guys. Thanks for being here. Daniel McNamara Senior VP and GM of Compute & Enterprise AI Thank you. Matthew Ramsay Vice President of Financial Strategy & Investor Relations Thank you. Question-and-Answer Session James Schneider Goldman Sachs Group, Inc., Research Division I think the topic almost every session at this conference is AI. So you're a key enabler of that trend with your infrastructure products. Maybe before we kind of get into those products, how has the AI adoption kind of progressed inside AMD over the past several years from a corporate perspective? What areas have seen the biggest productivity gains? And what lessons from AMD's own AI journey are applicable to enterprise customers today? Daniel McNamara Senior VP and GM of Compute & Enterprise AI I can... Matthew Ramsay Vice President of Financial Strategy & Investor Relations Do you want to start? Daniel McNamara Senior VP and GM of Compute & Enterprise AI I can jump with that. Yes. So look, it's a great question. And I think that when