HighGravityDataAMD — Nov 4, 2025 release
Fiscal 2025 third-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0000002488-25-000163
Showing in the filing
AMD-OpenAI GPU Deployment (total)
“6-GW of AMD GPUs”
Period
No period stated
Measure
Company-defined measure
Source
Prose
All guidance in this release · 9
OCI/Oracle Helios GPU Deployment for Q3 FY2026
“50,000 GPUs”
AMD-OpenAI GPU Deployment (total)
“6-GW of AMD GPUs”
AMD-OpenAI GPU Deployment (initial rollout) for FY2026
“initial 1-GW rollout of AMD Instinct MI450 GPUs”
Revenue for Q4 FY2025
“~$9.6 Billion, +/- $300 Million”
Operating Expenses for Q4 FY2025
“~$2.8 Billion”
Interest Expense/Other Income (Expense), net for Q4 FY2025
“~$37 Million”
Effective Tax Rate for Q4 FY2025
“~13% of pre-tax income”
Non-GAAP tax rate for FY2025
“13%”
Diluted Share Count for Q4 FY2025
“~1.65 Billion shares”
Exhibit 99.1 · the passage around this item
… earlier in the release
See Appendices for GAAP to Non-GAAP reconciliation $ in millions Q3’25 Q2’25 Q/Q Cash, Cash Equivalents and Short-term Investments $7,243 $5,867 Up 23% Accounts Receivable, Net $6,201 $5,115 Up 21% Inventories $7,313 $6,677 Up 10% Total Debt $3,220 $3,218 Flat Q3 2025 Summary Balance Sheet Items Cash from operating activities of continuing operations of $1.8 billion; record free cash flow of $1.5 billion1
14 | | Q3 2025 FINANCIAL RESULTS – November 4, 2025 Primarily driven by strong demand for 5th Gen AMD EPYC processors and AMD Instinct MI350 Series GPUs Strategic Highlights Q3 2025 Data Center Segment Revenue $3.5B $4.3B Q3 2024 Q3 2025 29% 25% Q3 2024 Q3 2025 Revenue $4.3 Billion Up 22% y/y Operating Margin Driven by higher revenue, partially offset by higher operating expenses Operating Income $1.1 Billion vs. $1.0 Billion a year ago • AMD announced a strategic partnership with OpenAI to deploy 6-GW of AMD GPUs, with initial 1-GW rollout of AMD Instinct MI450 GPUs in 2H 2026. • AMD unveiled its “Helios” rack-scale design that supports Meta’s new Open Rack Wide spec. • OCI announced the first public AI supercluster with the “Helios” rack design featuring AMD Instinct MI450 GPUs, EPYC “Venice” CPUs, and Pensando Vulcano networking with 50,000 GPUs deploying in Q3 2026. • AMD released ROCm 7, boosting training and inference performance, and expanded enterprise infrastructure management and deployment tools. • AMD and the U.S. Department of Energy announced two new next-generation supercomputers with ORNL
15 | | Q3 2025 FINANCIAL RESULTS – November 4, 2025 Q3 2025 Client and Gaming Segment 12% 21% Q3 2024 Q3 2025 Revenue Primarily driven by record sales of Ryzen processors, higher semi-custom revenue and strong demand for Radeon gaming GPUs Operating Margin Driven by higher revenue partially offset by higher operating expenses Revenue $4.0 Billion Up 73% y/y Operating Income $867 Million vs. $288 Million a year ago Client $1.9B Client $2.8B Gaming $0.5B Q3 2024 Q3 2025 Strategic Highlights • AMD launched AMD Ryzen Threadripper 9000WX and PRO 9000X Series processors, deliverin
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.