AMD, every mention
68 scenes · ← back to AMD
tap a year for its mentions
every year anyone Ben Gilbert 36David Rosenthal 28John Bathgate 4
Verbatim, from the transcripts: the passages where AMD comes up
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- ▶ 3:38 Ben Gilbert Maybe AMD, maybe, but these are definitely the top two.
- ▶ 3:30:18 Ben Gilbert AMD.
TSMC founder Morris Chang · Acquired
- ▶ 2:25:35 Ben Gilbert For the longest time, Intel was the only x-age company, and then AMD, of course, is the, the second source, and AMD is a,
- ▶ 2:25:44 Ben Gilbert It's like, well, there is AMD that designs x-eighty-six chips that TSMC manufacturers, but that's not like the common case of the way it would have gone for an, in an x-eighty-six dominated world.
TSMC · Acquired
- ▶ 0:47 Ben Gilbert They make the chips for a whole bunch of other fabless companies like Qualcomm, AMD, Broadcom, and hyperscalers like AWS.
- ▶ 3:18 Ben Gilbert If you're excited at all about Nvidia, AMD, Qualcomm, or even any of the chips that Amazon, Microsoft, Facebook, Apple are making,
- ▶ 56:55 David Rosenthal There's a great quote right around this time from Jerry Sanders, who was the co-founder and CEO of AMD, and he famously said in the mid-nineteen-eighties that, quote, real men have fabs.
- ▶ 57:07 David Rosenthal So ironic because in the 2000, AMD would spin out its fabs and go fab-less.
- ▶ 58:47 David Rosenthal Yeah, Jerry over at AMD is like, real men have fabs.
- ▶ 1:06:28 Ben Gilbert Eventually AMD, after they stopped being real men, apparently.
- ▶ 1:34:19 David Rosenthal And like, yeah, TSMC could now access some of that because AMD went fabless, but come on.
- ▶ 2:11:40 David Rosenthal Yeah, I mean, well, A, let's look at AMD here, right?
- ▶ 2:11:44 David Rosenthal They did this.
- ▶ 2:11:45 David Rosenthal They spun out their manufacturing into Global Foundries.
- ▶ 2:11:49 Ben Gilbert Which has been good for Global Foundries and AMD.
NVIDIA CEO Jensen Huang · Acquired
- ▶ 1:15:24 David Rosenthal The sense I, we got from the research was that when, right out of school, and when you first went to AMD first, right?
Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
- ▶ 1:05:27 Ben Gilbert So they're using AMD or Intel, or they're licensing some CPU.
- ▶ 1:58:28 Ben Gilbert Sure, ostensibly there's Nvidia versus AMD, but like, 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.
- ▶ 1:58:41 Ben Gilbert AMD doesn't have the developer ecosystem from CUDA.
- ▶ 1:58:44 Ben Gilbert They're the closest direct comp, but it's Amazon building Tranium and Inferentia.
- ▶ 1:58:50 Ben Gilbert It's if Microsoft decides to go and build their own ship as they're rumored to with AMD, it's
- ▶ 2:02:25 Ben Gilbert Cuda competitor made by AMD for their hardware, but again, new, not a lot of adoption.
- ▶ 2:03:44 David Rosenthal So AMD is going to contribute a couple dozen, maybe a hundred engineers to work on PyTorch, and so will Google, and so will Facebook, and so will everybody else.
- ▶ 2:08:55 Ben Gilbert They reserved all that wafer supply for a different purpose, partially crypto mining, but AMD doesn't have it.
- ▶ 2:09:00 Ben Gilbert AMD does have a ton of capacity, it's worth saying, at TSMC for their other products, data center CPUs, which they've actually been doing very well in.
- ▶ 2:15:39 Ben Gilbert AMD does have, three D packaging on one of their latest GPUs.
- ▶ 2:45:22 Ben Gilbert Let's say you could design GPU chips that are just as good, which arguably AMD, Google, and Amazon are doing.
Qualcomm · Acquired
- ▶ 1:30:34 David Rosenthal They would have had to partner with Intel or, you know, AMD or somebody.
- ▶ 1:30:41 David Rosenthal One of the real men that had fabs, of course, we're referring to, um, AMD founder?
Nvidia: The Machine Learning Company (2006-2022) · Acquired
- ▶ 23:37 David Rosenthal AMD acquires ATI.
- ▶ 23:46 David Rosenthal But now AMD acquired it
- ▶ 24:02 Ben Gilbert We haven't done the research into AMD the way we have into Nvidia, but the AMD Radeon line, which used to be the ATI Radeon line, that is how you think about AMD as a company, is that they make these GPUs mostly for the gaming use case.
- ▶ 24:44 David Rosenthal Your competitor now has all these resources and AMD that's fully dedicated to going after it.
- ▶ 31:53 David Rosenthal And that's not even just like, oh, NVIDIA put in the, like, terms of service that you can't deploy this on, you know, AMD chips or whatever, like.
- ▶ 1:11:31 Ben Gilbert A proprietary interconnect, or I think AMD calls it the infinity fabric.
- ▶ 1:31:37 Ben Gilbert And what they discovered here and invented in DLSS, and AMD does have a competitor to this, it's a similar sort of idea, but this DLSS concept is totally amazing.
- ▶ 1:42:51 Ben Gilbert So, the question sort of becomes, where's AMD following all this?
- ▶ 1:42:56 Ben Gilbert They're a legitimate second place competitor for high-end gaming graphics, and I think will continue to be.
- ▶ 1:43:07 Ben Gilbert The bare case is that there's a TikTok rather than a durable competitive advantage for NVIDIA, but most high-end games you can play on both AMD and NVIDIA hardware at this point.
- ▶ 1:50:03 Ben Gilbert Google Cerebrus in the enterprise or AMD in gaming.
- ▶ 1:50:56 Ben Gilbert So they're basically just competing against AMD for this.
Nvidia: The GPU Company (1993-2006) · Acquired
- ▶ 13:51 David Rosenthal AMD as a sort of equivalent of like a chip design PM.
- ▶ 14:29 David Rosenthal So he starts at AMD.
- ▶ 14:40 David Rosenthal He works all the time that he's at AMD and then at LSI logic where he goes to, we're going to talk about in a sec.
- ▶ 15:51 David Rosenthal Okay, so he works at AMD for a couple of years, and while he's working there, probably from working on this chip that you can so fast, you can really see it coming.
- ▶ 16:05 David Rosenthal AMD can do it.
- ▶ 16:30 David Rosenthal And Jensen talks about like when he was in school, the reason he wanted to go to AMD was he thought this was so cool that like you could do it all.
- ▶ 16:37 David Rosenthal And then once he's actually at AMD, he's like, he realizes like it's actually not cool.
- ▶ 16:58 David Rosenthal His office me at AMD leaves and goes to join a startup called LSI logic, which had just gotten public and we've talked about it on the show made Don Valentine and Sequoia the then largest venture return in an IPO in history, maybe the…
- ▶ 1:01:30 David Rosenthal I don't think Lisa from AMD was there.
- ▶ 1:01:33 Ben Gilbert No, it was basically everyone but AMD of the sort of pillars of the TSMC ecosystem.
- ▶ 1:13:00 David Rosenthal He does a big partnership with AMD.
- ▶ 1:13:02 Ben Gilbert It's worth knowing here when you're saying AMD, because people probably know AMD and NVIDIA are big competitors today in the GPU world.
- ▶ 1:13:10 Ben Gilbert AMD primarily made CPUs at this point.
- ▶ 1:24:51 David Rosenthal And then in 2005, I think it is, AMD.
- ▶ 1:24:56 Ben Gilbert That's where they start shopping around.
- ▶ 1:25:00 David Rosenthal They buy ATI, and of course now AMD is the main competitor to Nvidia.
- ▶ 1:28:25 Ben Gilbert So, people were starting to think like, oh, maybe ATI is actually more interesting as a gaming specific graphics card maker at this point, and there's a little known fact that is, so you mentioned this AMD ATI deal, and like, we all think…
- ▶ 1:28:52 Ben Gilbert So 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,…
- ▶ 1:29:13 Ben Gilbert People didn't really see the scientific computing market, and it was like, hey, maybe this company needs some guidance from a smart company like us, AMD.
- ▶ 1:29:22 Ben Gilbert And so, they make the offer, and there's the cover story on Forbes.
- ▶ 1:29:29 Ben Gilbert We'll put it in the show notes, but there's this article that comes out called Shoot to Kill, and Jensen, in this merger acquisition talk with AMD, insisted that he be the CEO of the combined company, and that is the thing that blew up the…
- ▶ 1:30:01 Ben Gilbert The AMD ATI DL has just happened.
- ▶ 1:40:12 David Rosenthal You know, and Jensen really saw this back in his AMD days before going to LSI logic, but the ability for NVIDIA to use an emulator, a software emulator to design their chips, and then of course the massive, massive strides that the EDA…
Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
- ▶ 1:18:26 John Bathgate But they also have to fight AMD, um, in their core, kind of, like, chip design market, where AMD, enabled by TSMC, is, um, innovating, you know, faster than they have in the last 20 years, and, and, like, really delighting customers and,…
- ▶ 1:30:33 John Bathgate You can actually split up, um, you know, chips into multiple chips called chiplets, um, which AMD is, is doing, and this is a big part of Intel's future strategy, actually.
- ▶ 1:31:26 John Bathgate I was actually at a virtual, um, chip design conference this week, earlier in the week, and there's so much focus, not just, I guess, on this, like, packaging idea, but even, like, if you have to extract that one more layer from that, it's…
- ▶ 1:46:44 John Bathgate I think one of the things that's so cool about TSMC is if you just look at all the value they created, like NVIDIA is a, you know, half a trillion dollar company, and then kind of like add up their next few biggest customers like Qualcomm…