Advanced Micro Devices Inc at Bank of America Global Technology Conference Transcript

Jan 22, 2024

Jun 06, 2023 / 06:20PM GMT
Vivek Arya - BofA Securities, Research Division - MD in Equity Research & Research Analyst

Vivek Arya from BofA's semiconductor semi-cap equipment research team. I'm absolutely delighted to have Dan McNamara, Senior Vice President and General Manager of AMD's server business. And we will go through a list of Q&A that I've prepared. But if you have any questions, please feel free to raise your hand, and I'll be sure to get you in. So a very warm welcome to you, Dan. Really appreciate you taking some time to chat with.

Daniel McNamara - Advanced Micro Devices, Inc. - Senior VP & GM of Server Business Unit

Thank you, Vivek. Very happy to be here, and thanks, everyone, for joining this session.

Questions and Answers:

Vivek Arya - BofA Securities, Research Division - MD in Equity Research & Research Analyst

Excellent. So I guess you are in the thick of it. So maybe let's just start with the state of the union in terms of the overall demand environment, cloud versus enterprise. What are you seeing

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