Advanced Micro Devices, Inc. (AMD) Presents at The KeyBanc Technology Leadership Forum 2026 Transcript

Advanced Micro Devices, Inc. (AMD) The KeyBanc Technology Leadership Forum 2026 August 11, 2026 11:30 AM EDT

Matthew Ramsay - Vice President of Financial Strategy & Investor Relations

Thank you, John, and thank you for all your colleagues at KeyBanc hosting us. And I think we got -- I live in Atlanta, so we got a little bit of warm weather here too, but humidity is, I think, a factor of 6 below where I'm used to. So this is great. So thank you guys for having us.

John Vinh - KeyBanc Capital Markets Inc., Research Division

Great. Maybe where we could start off our conversation, Matt, is server CPU sounds like it's on fire for you guys. I think you talked about 80% growth in the second half, 70% revenue growth next year. And you talked about having secured enough capacity to support that growth and potentially even upside to that number. Maybe you can talk through what's been the primary constraint that you've had to work on to secure that sort of capacity. And then for the upside to the 70% number, I've got to imagine you've got a lot more demand than that. What needs to happen in order for you to be able to raise that number going forward?

Matthew Ramsay - Vice President of Financial Strategy & Investor Relations

Thank you