AMD | Investor Day Presentation Deck | 219 slides

AMD · 2022-06
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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120
every slide · same image gating as the playbook
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Slide 1
front_matter
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other
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front_matter
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summarize
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establish_context
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The slide uses a four-column layout to present strategic focus areas.present_framework
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The slide uses a two-column layout to contrast product technology with market adoption.summarize
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The chart shows a shift in product mix, with 'Premium Designs' increasing significantly while the base segment decreases.analyze_data
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The slide uses a two-column layout to contrast internal technology capabilities with external market adoption.summarize
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The slide uses a simple bar chart with arrows to emphasize growth trajectory.analyze_data
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The slide uses a dark theme with gradient bars and clear segment labels.analyze_data
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The slide uses donut charts to visualize the shift in revenue composition.analyze_data
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The slide uses a mix of line charts for margins and bar charts for absolute financial values.analyze_data
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establish_context
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summarize
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summarize
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summarize
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illustrate_case
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The slide uses a donut chart to visualize the composition of the $79B TAM.size_opportunity
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The slide uses a central donut chart to aggregate four market segments into a single TAM figure.size_opportunity
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The slide uses a central donut chart to aggregate segment-specific TAM figures.size_opportunity
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summarize
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summarize
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The slide uses a grid-based layout to categorize product lines under the 'Strategic Pillars' theme.present_framework
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The slide uses a column-based layout to map computing domains to specific product lines.present_framework
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The slide uses a four-column layout to present core strategic pillars.present_framework
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The slide uses a grid layout to present five distinct pillars of the software strategy.present_framework
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present_framework
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front_matter
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The slide is divided into two main sections: 'Customers and Partners' on the left and 'Employees' on the right.summarize
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summarize
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The slide uses a chevron-based list structure to connect financial metrics to their drivers.summarize
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summarize
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appendix
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analyze_data
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Includes detailed footnote regarding anti-dilutive share calculations for convertible notes.analyze_data
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The table details the impact of employee equity grants, warrants, and convertible notes on share counts.analyze_data
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analyze_data
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front_matter
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other
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The slide uses a three-column layout to contrast industry trends with AMD's specific technological solutions.summarize
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The slide uses a grid layout to showcase hardware products corresponding to each category.summarize
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The chart combines a bar chart for R&D investment and a line chart for engineering headcount.analyze_data
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The slide uses a stepped timeline layout to show the progression of Zen architectures (Zen 2 through Zen 5c) and their associated process nodes (7nm to 3nm).plan_implementation
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The slide uses a comparison table to validate the 45%/45%/78% claims.compare_peers
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Includes disclaimer regarding performance estimates.summarize
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Data based on Zen Desktop 16C 32T Performance, Cinebench NT.analyze_data
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summarize
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The slide uses a simple additive process flow (A + B = C).present_solution
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Technical comparison of packaging technologies.present_solution
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The slide uses a dual-timeline structure to show the historical progression of two companies (AMD and Xilinx) before their merger, converging into a unified futpresent_framework
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The slide uses a chronological progression to illustrate the maturity of the modular chiplet strategy.present_framework
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The diagram on the left illustrates a hub-and-spoke model centered around the Infinity Architecture symbol, connecting various AMD technologies.present_solution
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The diagram illustrates a modular chiplet architecture with GPU, CPU, AIE, and 3rd Party components connected by an interconnect fabric.summarize
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summarize
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other
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front_matter
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other
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The slide uses a grid layout to showcase product applications and key partners/platforms for each segment.summarize
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present_framework
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The DNA helix graphic is a visual metaphor for the architecture's foundational nature.establish_context
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The slide uses a bar chart to highlight performance metrics, accompanied by a die shot of the GPU.compare_peers
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The slide uses a three-column layout to categorize software value: Quality/Stability, Performance, and Feature Set.summarize
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The slide uses a bar chart to visualize the performance uplift and a bulleted list to explain the technical drivers.summarize
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summarize
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Includes checkmarks on RDNA and RDNA 2, indicating released products.plan_implementation
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The slide uses a dark theme with a high-tech abstract background image.summarize
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The slide highlights AMD's competitive advantage over Nvidia in specific HPC workloads.compare_peers
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The slide uses a layered architecture diagram to represent the software stack.present_framework
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The slide uses a simple two-stage timeline to illustrate the strategic shift from HPC to AI.present_framework
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illustrate_case
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The slide uses a bar chart to visualize the >5X uplift and an illustration to show the chiplet architecture.summarize
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Uses a before-after framework to illustrate architectural evolution.present_solution
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The slide uses a timeline framework to show product progression.plan_implementation
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summarize
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other
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Contains specific testing configurations, driver versions, and hardware specifications for various AMD products.appendix
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Contains specific benchmark methodology, hardware configurations, and software versions for AMD and Nvidia products.appendix
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front_matter
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other
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The slide uses a stepped timeline structure to show the progression of product generations (Naples, Rome, Milan, Milan-X) and their associated target markets.present_framework
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The slide uses a timeline framework to demonstrate market adoption and ecosystem growth over three generations of EPYC processors.present_solution
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The slide uses a logo-grid layout to demonstrate market validation and lists specific performance metrics for three distinct market segments.summarize
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The slide uses a donut chart to represent the market segments and a list of drivers to explain the growth.size_opportunity
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summarize
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86
The slide uses a timeline-based layout to show the progression of CPU families (Rome, Milan, Genoa, Bergamo, etc.) over time.plan_implementation
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The slide highlights key technical specifications and a performance benchmark against the previous generation.summarize
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Includes product availability and technical specifications.summarize
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The slide uses a side-by-side comparison layout to introduce two distinct product offerings.present_solution
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The slide uses a two-column layout to contrast two distinct solution areas.present_solution
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The slide uses a logo-grid layout to demonstrate market adoption and ecosystem breadth.establish_context
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The slide uses a three-column layout to present core strategic drivers.summarize
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appendix
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Contains specific methodology for TCO calculation, power usage effectiveness (PUE), and environmental impact metrics.other
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Contains specific cost, power, and emissions calculation methodology for AMD vs Intel server comparison.appendix
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Contains granular data points on server configuration, power consumption, TCO calculations, and environmental impact metrics.appendix
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front_matter
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other
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establish_context
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The slide uses a grid-based layout to map product lines (EPYC, Instinct, Pensando, Alveo, Versal) to their functional categories and overarching benefits.present_framework
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The chart uses a donut visualization to show the composition of the total market.size_opportunity
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The slide uses a horizontal arrow timeline to represent product progression.present_solution
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The slide highlights the 3rd Gen AMD Infinity Architecture alongside performance metrics.compare_peers
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The slide uses a dark theme with high-contrast text and a prominent image of the Frontier supercomputer.summarize
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The chart shows performance multipliers for AMD over Nvidia.compare_peers
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The slide features a quote from a high-profile executive to validate the product's performance and market adoption.illustrate_case
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The slide highlights key architectural innovations (3D packaging, unified memory) and a headline performance metric.summarize
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front_matter
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The slide uses a three-column layout to present distinct technical challenges/drivers.present_framework
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The slide uses a three-column layout to categorize hardware products and their respective value propositions, followed by a logo-grid of key customers.present_framework
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summarize
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Features a die shot of the Elba DPU.establish_context
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present_solution
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The slide highlights hardware categories (P4 SmartNIC, Smart Switch, Storage) and lists major enterprise technology partners at the bottom.other
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The slide uses a layered architecture diagram to show how AMD products (EPYC, Pensando, Alveo, Versal, Instinct) integrate into a secure data center ecosystem.present_solution
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front_matter
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The slide features a list of three key value propositions and a footer containing logos of the product lines (EPYC, Instinct, Pensando, Alveo, Versal).summarize
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Contains detailed methodology and source references for performance claims.appendix
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Contains specific performance metrics for Resnet models on different hardware configurations.other
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front_matter
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