News AMD Financial Analyst Day (11/11/2025)

[Saylick]

There's actually a ton of interesting news coming out of AMD's 2025 FAD. I will drop in random slides that I find on Xitter into this thread for the purposes of discussion. Please feel free to add slides as you find them.

EDIT: AMD posted the slides here: https://ir.amd.com/news-events/financial-analyst-day

Zen:


Instinct:


Infinity Fabric:



Advanced Packaging:


Growth:

 

[jpiniero]

AVX-512 is now an AI ISA, lol.

 

[adroc_thurston]

AVX-512 is now an AI ISA, lol.

It is one, VNNI is ancient.

 

[johnsonwax]

Prays we can get a Zen 8 Speculation Thread out of this.

 

[jpiniero]

Maybe they should rename it to AIVX-512.

 

[Tuna-Fish]

I think we might get more detail as part of the client roadmap, but wouldn't hold my breath for any truly interesting level of detail

 

[yuri69]

That server CPU share chart paints Genoa being rather a weak competitor with its market share dips, interesting.

 

[branch_suggestion]

Zero RDNA5 news and only one passing mention of Medusa, no other Z6 stuff even though DT should launch next year.
Sad!

 

[gdansk]

Zero RDNA5 news and only one passing mention of Medusa, no other Z6 stuff even though DT should launch next year.
Sad!

Guess it isn't interesting to financial analysts. All they care about on client side is that 40% (revenue?) share target.

Seems ambitious.

 

[adroc_thurston]

That server CPU share chart paints Genoa being rather a weak competitor with its market share dips, interesting.

12 channels of DDR5 were Not Cheap early 2023.

Seems ambitious.

Boringly normal.
Intel has a super weak roadmap.

 

[jpiniero]

All they care about on client side is that 40% (revenue?) share target.

And not how much AI they can stuff on the chip? Sacrilege!

 

[poke01]

Intel has a super weak roadmap.

I thought from Nova lake onwards the client roadmap was good?

 

[adroc_thurston]

I thought from Nova lake onwards the client roadmap was good?

Kind of. A lot more manageable costs but the perf is solely lacking.
I don't think they'll stop the share bleed.

 

[branch_suggestion]

So this FAD was pretty much purely long term financial updates with little actual substance.
Bare minimum roadmap updates, not disclosing much about 2026 products and nothing proper about 2027 products.
Obviously a lot can still be inferred but some other stories will need to wait a year or more to flesh out.
They shared nothing about GFX13 outside of it being very important. Oh well the more competitive AMD has become, the less they disclose until product launch, it sucks but I guess the >50% PPW RDNA3 fail probably killed any kinda projection like that ever again, at least for GPU.
>70% PPW for Venice is very gucci.

 

[adroc_thurston]

So this FAD was pretty much purely long term financial updates with little actual substance

Hey, they're projecting big money.
I love big money.

but I guess the >50% PPW RDNA3 fail probably killed any kinda projection like that ever again, at least for GPU.

Duhhhhhh

>70% PPW for Venice is very gucci

And higher enterprise pen.
SP8 is made to genocide ICX/SPR/EMR sockets.

 

[branch_suggestion]

Hey, they're projecting big money.
I love big money.

So do we all, really pleased with the outlook as it confirms Intel is in the toilet and NV has peaked in dominance with ARM having limited pen.

And higher enterprise pen.
SP8 is made to genocide ICX/SPR/EMR sockets.

Very good observation, hard to argue with >3x perf/TCO gains.

 

[adroc_thurston]

So do we all, really pleased with the outlook as it confirms Intel is in the toilet and NV has peaked in dominance with ARM having limited pen.

ARM is ok in DC but if they continue hiking CSS prices up the TCO story gets a lot stinkier.

Very good observation, hard to argue with >3x perf/TCO gains

Same system diameter and socket power too!
With a ton more socket and thread-level perf.

 

[NTMBK]

No mention of LPDDR6 or ARM APUs?! I'm shocked, shocked I tell you

 

[soresu]

And higher enterprise pen.

Pen?

 

[branch_suggestion]

Pen?

Penetration.

 

[soresu]

Penetration.

I'm bravely fighting the temptation to make inappropriate commentary 😂🤣

 

[Joe NYC]

That server CPU share chart paints Genoa being rather a weak competitor with its market share dips, interesting.

Genoa was a new socket and took long time to ramp.

Something AMD intends to correct with Venice. AMD is working to have everything in place for Venice, so that it can ramp right away.

 

[Joe NYC]

Zero RDNA5 news and only one passing mention of Medusa, no other Z6 stuff even though DT should launch next year.
Sad!

On server roadmap, Zen 6 is entirely contained in 2026, which should imply desktop launce as well in the same timeframe.

 

[Timorous]

I'm bravely fighting the temptation to make inappropriate commentary 😂🤣

Yea, let's not get into pen testing.

 

[Joe NYC]

Guess it isn't interesting to financial analysts. All they care about on client side is that 40% (revenue?) share target.

Seems ambitious.

AMD got from ~14% to 28% in ~3 years (from recent lows). So over 40% is not even another doubling, just +50% and AMD is giving itself 3-5 years.