AMD

“One of their biggest advantages is They have a, you know, Nvidia also owns a networking architecture called InfiniBand, and InfiniBand turns out to be, like, really, really important in AI you know, in, in terms of having the, kind of, GPUs being able to commu…”

“That's what ZT Systems is, so it's kind of the third leg of our stool, if you think hardware, software, now solutions.”

“Closed walls usually end up being a problem.”

“If you look, whether you're at the edge you know, with embedded applications industrial applications, automotive applications medical applications, or you're even at the client level in your PC or your phone, you're gonna need different types of AI, and so you…”

“And that's where it's most beneficial is, you know, talking to our customers about, hey, like, what problems are you having? Like, what are you trying to solve? You know, two, three, four years out. And then, you know, our technologists can really come up with…”

“I think AI is probably the most important one I'd like to say, you know, over the last 30 years, 40 years, 50 years because it It's something more than just technology. I mean, it really is, you know, AI becomes the ability for us all to become smarter, more p…”

“When we started in the hyperscaler market with our, you know, first generation products that you know, our Zen product portfolio, I think we were about maybe one percent share of the server market”

“And by the way, I'm a believer in, in, you know Moore's law has been extended so many times because people are super smart and able to come up with different ways of extending the same principle of, you know, more transistors, more capability every couple of y…”

“And, you know, for us at AMD you know, my belief is AI is gonna be everywhere in every product that we build”

“The Ultra Accelerator Link and Ultra Ethernet Consortium are great examples where competitors and peers can come together and say, you know what, we're gonna adopt open standards and we're each gonna innovate on top of that, and you know, those are, you know, …”

“It, we didn't know. Like, we didn't know at the time when we were making that decision was it gonna be the right bet, but we knew that we had to make that bet, and you really don't figure that out until three to five years out, so your question about how do yo…”

“I make a 75% gross margin as NVIDIA AMD sells their GPUs for 50% gross margin”

“I think AMD is fucked, right? I mean, they're, you're just, If your two arch nemesis suddenly team up, that's the worst possible news you can have, right? They were already struggling, right? Their cards are good, their software stack is not, right? They were …”

“NVIDIA's biggest competitor, it's not AMD, it's not Broadcom you know, it's certainly not Marvell. It's not Intel. It's Google. And more specifically, it is Google, because Google owns the TPU chip.”

“And additionally, VLM also work closely with all the hardware vendors. So that means across like NVIDIA, AMD, Google, and Amazon, Intel, and a lot more, their newest chip will make sure VLM can run on them. And then a lot of cases they use VLM as a benchmark t…”