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AMD prioritizes supply chain for second-half AI ramp
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AMD prioritizes supply chain for second-half AI ramp
Advanced Micro Devices (AMD) signaled a focus on operational execution and supply-chain readiness during its February 3, 2026, earnings call, positioning the first half of 2026 as a foundational period for a broader artificial intelligence (AI) platform rollout. Management framed the current phase as a transition toward a more significant ramp in the second half of the year, emphasizing deployment discipline over immediate revenue acceleration.
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