AMD · Earnings call · 2026Q3T · Full report

Strategic Initiatives

ADVANCED MICRO DEVICES INC · 2026-11-03 · Importance 46 · Surprise 42

For the next three to five years, AMD plans to increase R&D investment across its silicon, software and systems road maps while working with its largest customers on their infrastructure plans. Management also said AMD is deepening collaboration with supply-chain partners and investing alongside them to secure the long-term capacity needed to support growth. These investments are presented as part of the company’s strategy to sustain growth beyond 2027.

Key facts

• AMD contributed Helion to OCP as a fully open rack.
• World Labs co-founder and CEO Fei-Fei Li was to join AMD as Chief Scientist, leading model research and helping shape hardware, software, and systems road maps.
• AMD was increasing R&D investment across silicon, software, and systems road maps to support customer infrastructure plans for the next 3 to 5 years.
• AMD said it was selectively investing with lead partners to identify data center infrastructure multiple years in advance, while prioritizing investment in its own growth.