AMD, every mention
2 scenes (said by Gavin Baker) · ← back to AMD
tap a year for its mentions
every year anyone Bob Swan 12Dylan Patel 8Simon Moe 2Gavin Baker 2Ben Horowitz 2Lisa Su 1Guido Appenzeller 1Benedict Evans 1
Verbatim, from the transcripts: the passages where AMD comes up
Why AI Demand Is Outrunning Compute Supply
- ▶ 29:19 Gavin Baker Yeah, same, NVIDIA, AMD, Broadcom,
"Is there an AI bubble?” Gavin Baker and David George
- ▶ 8:06 Gavin Baker So NVIDIA's biggest competitor, it's not AMD, it's not Broadcom,