AI Financials

Advanced Micro Devices, Inc.

AMDpublicchipmaker

AI accelerators & CPUs

What this company owes, to whom, at what cost and when it comes due. Every figure is the one the company itself states. cohort: chipmaker · verified 2026-09-28 How these figures are built →

Off the balance sheet
$34.8B
Leases signed, not yet commenced at 2026-06-27 and Unrecorded purchase obligations at 2026-06-27, each fact counted once
how it is counted

what the filer owes that is not on its balance sheet at this date: leases not yet commenced plus unrecorded purchase obligations, counted once. A filer that reports the same figure under both (Meta, Alphabet, Equinix, Arm, Applied Digital, Astera Labs) has stated one fact twice, and offBalanceNote says so

Notes priced since 2024 · 6 →each tranche in the ledger as the company itself states it
how it is counted

principal in USD billions — native for USD, spot rate on the pricing date otherwise (fx recorded)

$6.3B
Loans and credit facilities · 2 →as signed; the figure counts new facilities, the count amendments too
how it is counted

the commitment as the company states it — a ceiling for revolvers and delayed-draw facilities, not an amount drawn; new facilities only: an amendment restates a commitment already counted.

$5.0B
Debt due in 12 months →its own schedule, as of 2025-12-27
how it is counted

the company's own maturity schedule for all its long-term debt, as its latest report states it: principal due in the next twelve months, years two to five and after; USD billions

$875M
Long-term debt on the balance sheet →on its balance sheet at 2026-06-27
how it is counted

long-term debt including its current portion, read line by line off the company's own balance sheet (ADR-0044), an asset manager's consolidated funds' debt apart where it is reported apart; its derivation says when the notes to the accounts gave a part, when the date came from the next report's prior-period column, or when finance leases sit inside a line

$3.2B
Cost of debt · 2026 Q2 →interest cover 53.78× · capex over operating cash flow 0.34×
how it is counted

4 × the quarter's interest cost ÷ average funded debt (borrowings + finance lease liabilities when the company states them apart; rateBasis says which) — interest cost is the interest expense plus the interest capitalised into what the company builds where it states that for the quarter; none when it states it only for a year in which it capitalised a tenth or more of its interest; interest expense under US GAAP includes finance-lease interest, so funded debt is the cleaner basis; a manager's consolidated VIEs' debt taken out of its debt line is added back where its interest expense pays for it

4.59%

When it comes due

Left, the company's own five-year schedule — not our arithmetic. Right, the notes (orange) and facilities (grey) since 2024 that we have placed by maturity year: notes in the ledger since 2024 plus loans as signed since 2024, summed by maturity year and company — recent borrowing only, not the whole balance sheet. Both are in the tables of question 4.

Its own schedule, as of 2025-12-27

next 12 months$875M
year 2—
year 3$625M
year 4$0M
year 5$750M
after year 5$1.00B

Notes and facilities since 2024, by maturity year

2026 · notes$875M
2028 · notes$625M
2029 · notes$1.25B
2031 · notes$1.50B
2031 · facilities$5.00B
2033 · notes$1.00B
2036 · notes$1.00B
1

What has it committed to?

Obligations as the company states them — leases and purchase obligations as it reports them, long-term debt read off its balance sheet — each at the date it last stated it. The off-balance-sheet total is what it owes that its balance sheet does not carry.

Obligations as stated

4 rows
Off the balance sheet$34.8B2026-06-27Leases signed, not yet commenced at 2026-06-27 and Unrecorded purchase obligations at 2026-06-27
Leases signed, not yet commenced$4.5B2026-06-27read from the company's own words
leases signed but not yet commenced — read from the company's own text by a deterministic rule, the sentence quoted (status amount | immaterial | table_row | no_unit; `unitNote` when the sentence gave no unit and the unit the report states for its figures was applied)
Unrecorded purchase obligations$30.3B2026-06-27
unconditional purchase obligations not recorded on the balance sheet
Long-term debt on the balance sheet$3.2B2026-06-27
long-term debt including its current portion, read line by line off the company's own balance sheet (ADR-0044), an asset manager's consolidated funds' debt apart where it is reported apart; its derivation says when the notes to the accounts gave a part, when the date came from the next report's prior-period column, or when finance leases sit inside a line

Obligations created, as announced

10 rows
The announcements that state an amount. Kind: the kind of commitment announced: a material definitive agreement entered into, or a direct financial obligation created. Instrument: the first financing phrase the announcement uses, if any.
2026-08-17material definitive agreement$4.8Bsenior notesAdvanced Micro Devices, Inc., U.S. Bank Trust Company, Indenture. The Company, Barclays Capital Inc., BofA Securities, Inc., Citigroup Global Markets Inc.
2026-08-17direct financial obligation$4.8Bsenior notesAdvanced Micro Devices, Inc., U.S. Bank Trust Company, Indenture. The Company, Barclays Capital Inc., BofA Securities, Inc., Citigroup Global Markets Inc.
2026-05-15material definitive agreement$5.0Bcredit agreementAdvanced Micro Devices, Inc., JPMorgan Chase Bank, N.A., Wells Fargo Bank
2026-05-15direct financial obligation$5.5Bcommercial paper—
2025-05-19material definitive agreement$3.0Bpurchase agreementAdvanced Micro Devices, Inc., AMD Design, LLC, Sanmina Corporation
2025-03-31direct financial obligation$850Mcredit agreementWells Fargo Capital Finance, LLC, PNC Bank, Compass Bank
2025-03-24material definitive agreement$1.5Bsenior notesAdvanced Micro Devices, Inc., U.S. Bank Trust Company
2025-03-24direct financial obligation$950Mcommercial paper—
2025-03-12material definitive agreement$1.5Bunderwriting agreementAdvanced Micro Devices, Inc., J.P. Morgan Securities LLC, BofA Securities, Inc., Barclays Capital Inc., Citigroup Global Markets Inc., Wells Fargo Securities, LLC
2024-08-19material definitive agreement$4.9Bpurchase agreementAdvanced Micro Devices, Inc.
2

What has it borrowed, and at what cost?

Each note tranche in the ledger priced since 2024, as the company itself states it, and each credit facility as signed. Nothing is netted, nothing is estimated.

Notes priced since 2024

6 rows
one tranche of a public note offering, as its offering documents state it (and as the company's later reports repeat it). principal in USD billions — native for USD, spot rate on the pricing date otherwise (fx recorded); below it, the principal in its own currency.
2026-08-13$1.00B5.5%2036fixed—
2026-08-13$1.00B5.25%2033fixed—
2026-08-13$1.50B5%2031fixed—
2026-08-13$1.25B4.6%2029fixed—
2025-03-10$625M4.319%2028fixed—
2025-03-10$875M4.212%2026fixed—

Loans and credit facilities as signed

2 rows
the commitment as the company states it — a ceiling for revolvers and delayed-draw facilities, not an amount drawn. new — a facility entered into; amendment — an increase, extension or repricing of an existing one, the amount being the new commitment as stated.
2026-05-15revolving credit facility
“The Credit Agreement provides for a five-year, $5.0 billion unsecured revolving credit facility (the “Revolving Facility”) and replaces the Company’s existing Credit Agreement dated as of April 29, 2022, among the Company, the lenders party thereto and Wells Fargo Bank, National Association, as administrative agent (the “Existing Credit Agreement”).”
$5.00Bunsecured—2031JPMorgan Chase Bank, N.A.
2025-03-31revolving credit facility · amended
“The ZT Credit Agreement provides for an asset-based revolving credit facility in an amount up to $641,666,666.67 that matures December 31, 2026.”
$642M—SOFR + 1.50%—Wells Fargo Capital Finance, LLC

Cost of debt, from its own statements

Latest quarter, 2026 Q2: cost of debt 4.59%, interest cover 53.78×, capex over operating cash flow 0.34×.

Cost of debt: 4 × the quarter's interest cost ÷ average funded debt (borrowings + finance lease liabilities when the company states them apart; rateBasis says which) — interest cost is the interest expense plus the interest capitalised into what the company builds where it states that for the quarter; none when it states it only for a year in which it capitalised a tenth or more of its interest; interest expense under US GAAP includes finance-lease interest, so funded debt is the cleaner basis; a manager's consolidated VIEs' debt taken out of its debt line is added back where its interest expense pays for it Interest cover: operating income ÷ interest expense. Capex over operating cash flow: cash purchases of PP&E ÷ operating cash flow; null when operating cash flow is not positive.

3

What equity has it sold?

Raises as announced, and shares actually sold under an at-the-market programme when the company states the period.

No equity or hybrid raise since 2024, and no at-the-market programme.

4

When does it come due, and who holds it?

The company's own five-year schedule, what we have placed by year from the notes and facilities since 2024, and the price the funds that hold its paper report.

Its own maturity schedule

1 rows
The company's own maturity schedule, as it states it. Not our arithmetic. $0M: a year it states as zero; a dash: a year with no figure.
2025-12-27$875M—$625M$0M$750M$1.00B$3.3B

What we have placed by maturity year, since 2024

6 rows
notes in the ledger since 2024 plus loans as signed since 2024, summed by maturity year and company — recent borrowing only, not the whole balance sheet. sums of stated amounts; a loan with a year-only maturity ('N-year facility') sits in that year; nothing discounted, netted or estimated.
2026$875M—10
2028$625M—10
2029$1.25B—10
2031$1.50B$5.00B11
2033$1.00B—10
2036$1.00B—10

No fund-reported price for its paper. Fund holdings are matched only on identifiers the ledger already holds, so a tranche with no CUSIP in the ledger cannot be matched.

5

How does it compare?

The same twelve measures every company on the AI trade page carries, beside the median across them. Below each measure, the arithmetic behind it.

Twelve measures, beside the median

11 rows
Self-funding
operating cash flow $10.1B ÷ capex $1.7B over 4 quarters to 2026Q2
6.01×1.31×
across 40 companies
2026Q2
Funding mix
of $1.7B of capex over 4 quarters to 2026Q2: operations 601.1%, new debt 581.4% ($4.8B notes + $5.0B facilities), equity 0.0%
601.1%—2026Q2
Off balance sheet
$34.8B off the balance sheet ÷ (that + $3.2B long-term debt); each figure as the filer last stated it (leasesNotYetCommenced 2026-06-27, longTermDebt 2026-06-27, unrecordedPurchaseObligations 2026-06-27)
91.5%41.9%
across 23 companies
2026-06-27
Committed facilities
$5.0B committed across 1 new facilities, 1.55× the $3.2B of long-term debt on the balance sheet
$5.0B—2026-06-27
Marginal cost of debt
principal-weighted coupon of $4.8B priced in the last twelve months; the book carries 4.59%, a gap of +0.46 points
5.05%——
New-issue spread
median of 4 USD tranches: coupon less the 10-year Treasury on each pricing date (range -3–87 bp)
50 bp——
Floating-rate share
$0.0B floating ($0.0B notes + $0.0B facilities off SOFR) ÷ $11.2B raised
0%0%
across 40 companies
—
Rate shock (+100 bp)
floating balance × 100 bp
—
no floating debt found
——
Secured share of new facilities
$0.0B secured ÷ $5.0B committed
0%0%
across 24 companies
—
Refinancing burden
$0.9B due within two years (the filer's own schedule as of 2025-12-27) ÷ $10.1B of operating cash flow over 4 quarters
0.09×0.15×
across 23 companies
2025-12-27
Liquidity runway
($5.1B cash and equivalents as tagged — short-term investments are not included — + $5.0B committed) ÷ $0.5B a quarter of capex and interest, as of 2026Q2
22.1—2026Q2

Does our ledger explain its balance sheet?

Across 1 of 14 quarter(s) its debt rose $1.5B and the notes we hold for those quarters total $1.5B — 100.3% explained.

the change in the filer's own borrowings over a fiscal quarter, against the principal of the tranches our ledger says were priced inside that quarter; this is not a reconciliation to the penny and is not meant to be; we do not track repayments, draws under facilities, commercial paper or currency translation.