AMD, every mention

16 scenes (2025), the whole family · ← back to AMD

mentionsepisodesper episode tap a year for its mentions

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

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▶ 59:09 unnamed speaker A, continued massive demand for compute, but other people introduced competing TPU products to their GPU products in the case of AMD, and it was market share erosion.

▶ 28:21 Andrew Ng Um, the way that the US and, and I think that the way the US first put restrictions on Huawei, uh, uh, and then later on, you know, exported NVIDIA and AMD and, and other semiconductors that really incentivized China.

▶ 1:15 Harry Stebbings OpenAI will buy AMD's upcoming, um, Instinct chips up to six gigawatts.
▶ 1:25:38 Jason Lemkin Um, it, it may be, there may be some vague similarities to the beginning with, uh, with, uh, OpenAI and AMD.

▶ 13:25 Jonathan Ross And this was before AMD was doing a great job, right? 5 times in the scene

▶ 31:06 Byron Deeter Um, and the chip sets from Amazon and Google and AMD and others are becoming quite capable.

▶ 1:31 Steeve Morin It could be Nvidia, it can be AMD, it could be TPU and whatnot.
▶ 1:44 Harry Stebbings Can I ask you then, if we think about sitting between any model and any provider there in terms of AMD and video, do you think then we will be existing in a world where people are using multiple models simultaneously and that is…
▶ 3:44 Steeve Morin Um, but, you know, a simple example is if you, you know, switch from Nvidia to AMD, uh, on a seven TB model, you can get four times better efficiency, right? 2 times in the scene
▶ 5:01 Steeve Morin So of course it runs on, you know, it runs on AMD, it runs on, you know, even Apple and so on, but there was always, you know, the, the tens of little details that not exactly run like, you know, you would expect, and there's work…
▶ 6:25 Harry Stebbings Can I ask, before, you know, we were chatting about NVIDIA and AMD when DeepSeq obviously happened and the stock crash that happened. 2 times in the scene
▶ 14:08 Harry Stebbings Before, before we move to inference, I, I do just want us to stay on chips and just say, okay, so we have TPUs, we have NVIDIA, we have, um, AMD.
▶ 38:03 Harry Stebbings Can I ask when we chatted before you said about AMD 7 times in the scene

▶ 53:56 George Sivulka You can start to actually use AMD chips or even, you know, custom architectures, which, which all the major model providers are also currently exploring to do inference. 2 times in the scene

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