Advanced Micro Devices, Inc. (AMD) Morgan Stanley Global TMT Conference (Transcript)
1. AMD generated over $5 billion from new AI products in 2024. 2. The success of MI300 indicates strong market confidence in AMD's roadmap. 3. AMD's focus on AI suggests continued innovation and growth potential. 4. Management shared insights on strategic planning during the conference. 5. Matt Ramsey's recent addition strengthens AMD's leadership team.