AMD, every mention
12 scenes (2023) · ← back to AMD
tap a year for its mentions
every year 2023 anyone Ben Gilbert 36David Rosenthal 28John Bathgate 4
Verbatim, from the transcripts: the passages where AMD comes up
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.