AMD, every mention

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Verbatim, from the transcripts: the passages where AMD comes up

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▶ 48:11 Reid Hoffman Lead, currently, in amazing chips, and there is, um, you know, massive demand for their chips for doing compute, and many players, Google, Amazon, others, including AMD, are building out chips as well.

▶ 19:45 Eiso Kant But there's something interesting about all of those, is that each of those at different moments in time understood that they couldn't be reliant on hardware built by NVIDIA or AMD by someone else, that they also built their own.
▶ 38:11 Eiso Kant AMD, right, competitor to NVIDIA, doesn't have their own cloud, right, is, is, is reliant on being in this competitive nature from a price perspective with NVIDIA, and so their ramp up is entirely 2 times in the scene

▶ 31:40 David Cahn At the same time, AMD, Broadcom, these other companies, they see this huge business, right?

▶ 24:57 David Luan GPTN from one of n different providers, do you care whether the backend is an NVIDIA chip or an AMD chip or an in-house chip from Google, right?

▶ 24:49 Nicolai Tangen Yeah, so I don't think too much about it, to be frank, because I suspect it will take care of itself, because we have commercial players here, and I just saw that AMD is launching a new,

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