Advanced Micro Devices will use a financial analyst day at the Nasdaq in New York to outline its strategy for the artificial intelligence chip and systems business, Reuters reports. Company executives are expected to present detailed projections and financial forecasts for upcoming years as they seek to expand in a market where rival Nvidia currently leads for data center chips. The event follows a period of stronger demand that helped AMD post fourth-quarter revenue above Wall Street estimates.
AMD plans to launch its next-generation MI400 series in 2026, with multiple variants engineered for scientific workloads and generative artificial intelligence. In addition to the MI400 chips, the company intends to introduce a complete server rack product similar to Nvidia’s GB200 NVL72. The product roadmap signals AMD’s effort to offer integrated systems as well as discrete accelerators to compete more directly in large-scale data center deployments.
At past analyst days, AMD business unit heads have walked investors through multi-year plans and unit-level forecasts. Beyond artificial intelligence hardware, the company is expected to address its PC and video game chip businesses as well as its programmable chip unit. AMD’s data center central processor business has also benefited from the surge in artificial intelligence-related spending, even as the firm continues to chase the outsized returns competitors have captured.
The company last held an analyst day in 2022. The Reuters piece notes AMD signed a multiyear deal with OpenAI in October that will bring the company more than ? billion in new revenue over four years and includes warrants that allow OpenAI to purchase up to a 10 percent stake in the chipmaker. Tuesday’s event will start at 1 p.m. EST (1800 GMT) and is expected to offer investors a clearer view of how AMD plans to scale its artificial intelligence business.
