Advanced Micro Devices, Inc. (AMD) Morgan Stanley Technology, Media & Telecom Conference (Transcript)

Superior Micro Gadgets, Inc. (NASDAQ:AMD) Morgan Stanley Know-how, Media & Telecom Convention Name March 6, 2023 11:35 AM ET

Firm Members

Mark Papermaster – Chief Know-how Officer

Convention Name Members

Joe Moore – Morgan Stanley

Joe Moore

I am Joe Moore from Morgan Stanley. Very glad to have with us right here as we speak, Mark Papermaster, the Chief Know-how Officer of AMD. So, possibly we may simply get began with a few greater image questions. I imply, I suppose, as you guys take into consideration competing in each microprocessors and graphics with firms that spend greater than you, however you might have a greater GPU, than Intel has, and a greater CPU than NVIDIA has and also you definitely succeeded in each of these markets. Are you able to simply discuss in regards to the challenges of doing that and the alternatives of getting each of these applied sciences going ahead?

Mark Papermaster

Completely, Joe. To begin with, thanks for having me. We’re in an extremely thrilling market, compute, as a result of it is simply exploding. It has been exploding and it is doing nothing, however going to a steeper and steeper hyperbolic development. And what we mentioned for years, we have mentioned for the final decade that servicing this explosive demand in compute requires not only one engine, however a number of engines.

So, that is been our technique for over a decade at AMD. And so having each the CPU and GPU have been fairly basic to us. So, it was prescient by leaders in AMD. It was pushed first to speed up with the graphics processing that’s embedded with a CPU, which all of us use in most any cell system or desktop system now we have as we speak, the PC, and the cell trade. However what we already knew again then, and has executed nothing however moved sooner than we initially anticipated, was that mixture of CPU, GPU and different accelerators within the knowledge middle in essentially the most demanding