Advanced Micro Devices, Inc. (AMD) Presents at Barclays 23rd Annual Global Technology Conference Transcript
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SA Transcripts157.3K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Advanced Micro Devices, Inc. (AMD) Barclays 23rd Annual Global Technology Conference December 10, 2025 1:25 PM EST Company Participants Jean Hu - Executive VP, CFO, Treasurer & Interim Chief Accounting OfficerMatthew Ramsay - Vice President of Financial Strategy & Investor Relations Conference Call Participants Thomas O'Malley - Barclays Bank PLC, Research Division Presentation Thomas O'MalleyBarclays Bank PLC, Research Division 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 HuExecutive VP, CFO, Treasurer & Interim Chief Accounting Officer Thank you. Thank you for having us. Matthew RamsayVice President of Financial Strategy & Investor Relations Thank you for having us. Thomas O'MalleyBarclays Bank PLC, Research Division No problem at all. Question-and-Answer Session Thomas O'MalleyBarclays Bank PLC, Research Division So why don't we start with the question that's on everybody's mind. As we exit kind of 2025 and go into '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. Jean HuExecutive VP, CFO, Treasurer & Interim Chief Accounting Officer Yes. Thanks for the question. First is the way we look at the AI is we are really in the early stages of a multi-decade investment cycle. If you think about it, it's a very transformational technology which will change the global economy fundamentally. So it's absolutely the case that if you have a Recommended For You