惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

T
Tailwind CSS Blog
P
Proofpoint News Feed
V
Visual Studio Blog
H
Hackread – Cybersecurity News, Data Breaches, AI and More
爱范儿
爱范儿
Microsoft Azure Blog
Microsoft Azure Blog
Recent Announcements
Recent Announcements
Vercel News
Vercel News
Hugging Face - Blog
Hugging Face - Blog
GbyAI
GbyAI
博客园 - 聂微东
D
DataBreaches.Net
酷 壳 – CoolShell
酷 壳 – CoolShell
Microsoft Security Blog
Microsoft Security Blog
L
LangChain Blog
美团技术团队
H
Help Net Security
aimingoo的专栏
aimingoo的专栏
C
Check Point Blog
U
Unit 42
博客园 - 叶小钗
有赞技术团队
有赞技术团队
M
MIT News - Artificial intelligence
MongoDB | Blog
MongoDB | Blog

All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem
Rackspace Technology, Inc. (RXT) Discusses Phased Deploym...
SA Transcripts · 2026-06-16 · via All Articles on Seeking Alpha

Rackspace Technology, Inc. (RXT) Discusses Phased Deployment Agreement for AMD AI Compute and GPU-as-a-Service Collaboration June 16, 2026 8:30 AM EDT

Company Participants

Sagar Hebbar - Head of Investor Relations
Gajen Kandiah - CEO & Director
Mark Marino - Executive VP & CFO

Conference Call Participants

Kevin McVeigh - UBS Investment Bank, Research Division
David Paige Papadogonas - RBC Capital Markets, Research Division

Presentation

Operator

Good day, and thank you for standing by. Welcome to the Rackspace Investor Conference Call. [Operator Instructions] Please be advised today's conference is being recorded.

I would now like to turn the conference over to Sagar Hebbar, Head of Investor Relations. Please go ahead.

Sagar Hebbar
Head of Investor Relations

Good morning. I'm Sagar Hebbar, Head of Investor Relations. Joining me today are Gajen Kandiah, our Chief Executive Officer; and Mark Marino, our Chief Financial Officer.

As a reminder, certain comments we make on this call will be forward-looking. These statements involve risks and uncertainties, which could cause actual results to differ materially. A discussion of these risks and uncertainties is included in our SEC filings. Rackspace Technology assumes no obligation to update the information presented on the call, except as required by law.

In particular, our discussion today will include forward-looking statements regarding our recently announced definitive agreement with AMD, including, without limitation, the ability to dedicate, maintain and make available an aggregate of 30 megawatts of AMD products contemplated by the GPU-as-a-Service agreement, which may not be achieved in full or at all or may be achieved on a materially different time line. The anticipated benefits and performance of GPU and CPU compute deployments, the expected delivery of Enterprise AI Cloud, Enterprise Inference Engine, Inference-as-a-Service, and Bare Metal AMD Instinct capabilities, anticipated end customer demand, the expected commercial and financial benefits of the collaboration to each company and the parties' respective outlooks on the AI industry.