AMD

2 statements across 2 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 28, 2022 by Ben Gilbert · said 68 times in 9 episodes since 2021 · across every show →

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brought up most by Ben Gilbert (36), David Rosenthal (28), John Bathgate (4)

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2025 15 mentions in 3 episodes 5 per episode
2023 12 mentions in 2 episodes 6 per episode
2022 37 mentions in 3 episodes 12 per episode
2021 4 mentions in 1 episode

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Everything said about AMD, oldest first

Mar 28, 2022 neutral
Assertion Supported
Gilbert: AMD's acquisition of Nvidia failed over Huang's CEO demand
“AMD tried to buy Nvidia to make that their graphics line, and it was possible because it's not like the stock was blowing up at this point in time, and it had this sort of few years of reasonable stagnation before we get into late 2006, 2007, and certainly peo…”
Ben Gilbert Mar 28, 2022 ▶ 1:28:52 Nvidia: The GPU Company (1993-2006) · Acquired
Sep 6, 2023 bearish
Assertion Not checkable as stated
AMD lacks Nvidia's TSMC advanced packaging capacity and CUDA developer ecosystem
“AMD doesn't have all this capacity reserved from TSMC, at least not for the 2.5 D packaging process for the high end GPUs. AMD doesn't have the developer ecosystem from CUDA.”
Ben Gilbert Sep 6, 2023 ▶ 1:58:28 Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
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