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Saturday, 11/04/2023 10:23:39 PM

Saturday, November 04, 2023 10:23:39 PM

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Here is a question from Cowen analyst that I thought was the best question. I think for most companies you want the whole system not just chips. From Nvidia you get the whole enchilada just plug it into the wall.

“Matt Ramsay -- TD Cowen -- Analyst

Thank you very much. Good afternoon. Lisa, I wanted to maybe ask the AI question a little bit differently, not just focused on your GPU portfolio but more broadly. I think one of the big surprises to a lot of us is how quickly the AI market changed from accelerator cards to selling full servers or full systems for your primary competitor.

And they've done a lot of innovation not just on GPU but on CPU on their own custom interconnect, etc. So, what I'd like to hear a little bit of an update on is just how you think about your road map going forward across CPU, GPU, and networking and particularly the networking part as you look to continue to advance your AI portfolio. Thanks.

Lisa Su -- President and Chief Executive Officer

Yeah. Thanks, Matt. I think it's an important point. What we're seeing with these AI systems is they are truly complicated when you think about putting all of these components together.

We are certainly working very closely with our partners in putting together sort of the full system, CPU, GPUs, as well as the networking capability. Our Pensando acquisition has actually been really helpful in this area. I think we have a world-class team of experts in this area, and we're also partnered with some of the networking ecosystem overall. So, going forward, I don't think we're going to sell full systems, let's call it, AMD-branded systems.

We believe that there are others who are more set up for that. But I think from a definition standpoint and when we're doing development, we are certainly doing development with the notion of what that full system will look like. And we'll work very closely with our partners to ensure that that's well defined so that it's easy for customers to adopt our solutions.”
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