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From ORCL earnings calls
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17:00
Mar 10 ◎
Clay McGiork Chief Executive Officer, Oracle Corporation ORCL Q3 FY26 call
AMD GPUs are a part of Oracle's accelerator portfolio, giving customers choice and potentially limiting over-dependence on NVIDIA.
AMD
HIGH
16:00
Dec 10 ◎
Clay McGuirk Chief Executive Officer, Oracle Corporation ORCL Q2 FY26 call
Oracle expects to raise 'substantially less' than the $100B analysts modeled for AI build-out, thanks to flexible financing: customer-owned chips and vendor leasing reduce actual capital needs and balance sheet risk. — Lower-than-expected debt/equity raises would improve Oracle's credit profile and could reduce GPU procurement volumes from suppliers if customers bring their own chips.
AMD
HIGH
17:00
Sep 09 ◎
Safra Katz ORCL Q1 FY26 call
AMD is a customer for Oracle Cloud, alongside other major AI players, indicating broad adoption.
AMD
HIGH

About AMD Analyst Coverage

Buzzberg tracks AMD (Advanced Micro Devices, Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 3 analysts. Sentiment: evenly split. 3 total trade ideas tracked. Latest voices: Clay McGiork, Clay McGuirk, Safra Katz.