3 Sources
[1]
AMD to disclose roadmaps in mid-November -- The future of Zen 6, RDNA, CDNA, and UDNA expected
AMD has confirmed that it will host its 2025 Financial Analyst Day on Tuesday, November 11, 2025, in New York City. The company plans to unveil details of its technology and product roadmaps at the event beyond what it already disclosed at its Advancing AI event earlier this summer. "The event will feature presentations from AMD's executive leadership team, highlighting the company's strategy and growth opportunities, innovative product and technology roadmaps and long-term financial plan." At its Financial Analyst Days (FADs), AMD traditionally lays out multi-year strategies and product roadmaps, often going well beyond what it reveals at product launches or technical deep-dives. Therefore, expect AMD to lay out its CPU, GPU, FPGA, and DPU product roadmaps for several years to come. On the CPU front, AMD has already disclosed that its next-generation EPYC processor, codenamed Venice, with up to 256 cores, is based on the Zen 6 microarchitecture and is due in 2026. The company has not officially talked about its Zen 6-based CPUs for client systems, so expect it to reveal more details about them this November. AMD has never disclosed whether its 2027 EPYC processor codenamed Verano will be based on the Zen 6 or Zen 7 microarchitecture, so expect it to talk about Verano at its FAD as well. In fact, considering the nature of the Financial Analyst Day event, expect AMD to talk about Zen 6, Zen 7, and Zen 8 offerings there, but do not expect too many disclosures for products that are years away. On the AI and HPC side of matters, AMD already disclosed that its Instinct MI400-series accelerators are based on the CDNA Next architecture (CDNA 5?), so expect the company to talk about its following-generation Instinct MI500-series accelerators, presumably based on the UDNA 6 architecture (as the RDNA 6 is expected to be the point when it merges with CDNA branch of GPUs), as well as rack-scaled solutions beyond Helios that use UALink interconnects for scale-up connectivity. In addition, the company may reveal more information about its 'Vulcano' 800 GbE network cards compliant with the UEC 1.0 specification, as well as their successors that will be widely used late this decade and early next for Ultra Ethernet-connected AI and HPC data centers. Since AMD's AI and HPC Instinct-series GPUs rely on some of the most advanced packaging technologies available, expect AMD to unveil its packaging roadmap that will span towards the end of the decade at least. As for Radeon GPUs for client applications, AMD will probably talk about its RDNA 5 GPUs and UDNA 6 products due over the next few years, as well as its opportunities with game consoles. Also, AMD will certainly talk about its long-term financial plan, which includes what kind of growth it expects in its main businesses -- PCs, gaming, data centers, programmable, and embedded applications. For analysts and investors, the most important part will be the company's guidance on how it intends to expand its AI and data center share against Nvidia, custom silicon of hyperscale cloud service providers, and the emerging army of AI inference accelerators while sustaining profitability.
[2]
AMD pencils in November 11 to unveil next-gen products and technology roadmaps at analyst event
TL;DR: AMD will host its 2025 Financial Analyst Day on November 11 in New York City, unveiling next-gen AI, Data Center products, Zen 6-based EPYC CPUs, and RDNA 5 and UDNA GPU architectures. The event will highlight AMD's long-term financial plans and AI accelerator strategies, emphasizing innovation and growth opportunities. AMD has announced that it will be hosting its 2025 Financial Analyst Day on November 11 in New York City, where we can expect details on next-gen products and long-term financial plans from the company. The upcoming event should be filled to the brim with new details on AI and Data Center products, with AMD's next-gen Zen 6-based "Venice" EPYC CPUs and future-generation "Verano" CPUs should be teased, as well as next-gen RDNA 5 and UDNA GPU architectures. UDNA will be a big concentration for AMD as it has the Instinct MI400 and MI500 AI accelerators already teased, so we might get a glimpse into what to expect from the company's next-generation AI accelerators past 2027. We should get some updates to the ROCm ecosystem for AI, as well as the AMD's strategy for AI with its UDNA architecture. The last time AMD held its Financial Analyst Day was in 2022, where the company unveiled its Zen 5 CPUs, RDNA 3 + CDNA 4 GPUs, and more. AMD explains: "AMD announced it will host its 2025 Financial Analyst Day on Tuesday, Nov. 11, 2025, in New York City. The event will feature presentations from AMD's executive leadership team, highlighting the company's strategy and growth opportunities, innovative product and technology roadmaps and long-term financial plan. A live video webcast and replay of the event will be available on the AMD Investor Relations website at ir.amd.com".
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AMD To Present Next-Gen Product & Technology Roadmaps at Financial Analyst Day on November 11, 2025
AMD is all set to present its next-gen product and technology roadmaps at the Financial Analyst Day 2025 in November. AMD To Provide Insight & Roadmaps Into Its Next-Gen Products & Technologies At Financial Analyst Day In November AMD has just announced that it will be hosting its Financial Analyst Day 2025 on Tuesday, November 11th, in New York City. The event itself will be a major deal for Team Red as they will present their strategy for next-generation technologies. AMD states that the event will include presentations from its executive leadership team, so we can expect a jam-packed session. SANTA CLARA, Calif., Aug. 11, 2025 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) announced it will host its 2025 Financial Analyst Day on Tuesday, Nov. 11, 2025, in New York City. The event will feature presentations from AMD's executive leadership team, highlighting the company's strategy and growth opportunities, innovative product and technology roadmaps and long-term financial plan. A live video webcast and replay of the event will be available on the AMD Investor Relations website at ir.amd.com. During the last Financial Analyst Day hosted by AMD back in 2022, the company presented its Zen 5 CPU products, RDNA 3 & CDNA 4 GPUs, and the respective families. As to what we can expect from the event, AMD will likely talk a lot about AI and Data center products. The company's next-gen Zen 6-based Venice and future generation Verano CPUs will be a topic of discussion & we can also expect the company to list both Zen 6 and Zen 7 in its future roadmaps. The other major & key technology will be centered around the Instinct series. The Instinct MI400 & Instinct MI500 series has been made official already, so it's time that AMD gives an insight into what comes beyond 2027. The company has moved to a yearly cadence for its Instinct AI product family, so we can expect a lot of updates here, too. For the client side, AMD is going to focus on Zen 6-based products, and this might be the first time we get some information on the next-generation "Ryzen" desktop and mobility lineups. The gaming side can also see similar announcements as the company had a great round with its new RDNA 4 architecture, and it could present RDNA 5 / UDNA series as the next chapter in its client/pro side GPU family. Besides products, software innovations and updates are also expected with AMD going all in on the ROCm ecosystem for AI, while also unveiling its AI strategy with the likes of XDNA (NPU). We might hear more about what's to come from AMD in the coming months prior to the event, so stay tuned for more info.
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AMD announces its 2025 Financial Analyst Day on November 11 in New York City, where it will present future product roadmaps, including Zen 6 CPUs, RDNA 5 and UDNA GPUs, and AI accelerators, along with its long-term financial strategy.
AMD has confirmed that it will host its 2025 Financial Analyst Day on November 11, 2025, in New York City 1. This event is set to be a significant platform for the company to unveil its future product roadmaps and long-term financial strategy. The company's executive leadership team will present AMD's plans for growth and innovation in various sectors, including AI, data centers, and consumer technology 2.
Source: TweakTown
One of the key focuses of the event will be AMD's upcoming CPU architectures. The company is expected to provide more details on its Zen 6-based EPYC processor, codenamed Venice, which is slated for release in 2026 with up to 256 cores 1. Additionally, AMD may shed light on the architecture of its 2027 EPYC processor, codenamed Verano, potentially revealing whether it will be based on Zen 6 or Zen 7 1.
On the GPU front, AMD is likely to discuss its RDNA 5 architecture for client applications and the UDNA 6 architecture, which is expected to be the point where AMD's consumer and data center GPU architectures converge 1 3.
Source: Wccftech
A significant portion of the event is expected to focus on AMD's AI and data center strategies. The company will likely provide updates on its Instinct MI400 and MI500 series AI accelerators, which are based on the CDNA Next and potentially UDNA 6 architectures 2. AMD may also discuss advancements in its ROCm ecosystem for AI and its overall AI strategy involving the UDNA architecture 3.
Furthermore, AMD is expected to reveal information about its 'Vulcano' 800 GbE network cards and future Ultra Ethernet-connected AI and HPC data center solutions 1.
A crucial aspect of the Financial Analyst Day will be AMD's presentation of its long-term financial plan. This will likely include growth projections for its main business segments: PCs, gaming, data centers, programmable, and embedded applications 1.
Of particular interest to analysts and investors will be AMD's strategy to expand its AI and data center market share. The company is expected to outline how it plans to compete against Nvidia, custom silicon from hyperscale cloud service providers, and emerging AI inference accelerators while maintaining profitability 1.
AMD's 2025 Financial Analyst Day promises to be a comprehensive showcase of the company's future directions in CPU, GPU, AI, and data center technologies. With the rapidly evolving landscape of AI and high-performance computing, this event will provide crucial insights into how AMD plans to position itself in the coming years.
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