AMD

“I think actually it's going to require industrial policy to force people like Intel, AMD to want to bring stuff back into the U.S., and to really get great talent to want to do it.”

“And it turns out if you look at their 13 Fs, they're all long NVIDIA and AMD.”

“It's a smart decision for America to sell this chip that gives America an advantage in AI and keeps China from developing kind of their own domestic alternatives, which could eventually kind of challenge, you know, Nvidia, AMD, you know, other kind of American…”

“We've been super impressed with the progress, and, you know, if we look at the main thing that we look at is, you know, yields and just how many chips do we get out on a given wafer, and I would say it's equivalent between what we get in Taiwan and what we get…”

“We've been very early in Arizona with TSMC, and we did get our first chips out they're actually four nanometer”

“It's our MI-tri-fifty-five chip. One hundred and eighty-five billion transistors. Takes about nine months to build.”

“The decisions we're making will take, you know, five plus years to play out.”

“If it works, she's going to get a hundred and fifty billion of incremental revenue just from open AI, right? For building out five gigawatts.”

“In twenty-twenty-two, two and a half years ago, NVIDIA and AMD had basically the same revenue, twenty-five billion dollars, right? This year, NVIDIA will do 10 X that at roughly, you know, 210, two hundred and thirty billion dollars, and AMD will do thirty-thr…”

“AMD granted OpenAI warrants And that's interesting for up to a hundred and sixty million shares or 10% of the companies.”

“OpenAI committed to purchasing six gigawatts worth of AMD's next-gen GPUs.”

“And with that massive increase in their stock price, Brad, I think this means that OpenAI is going to get a lot of GPUs essentially for free.”

“So if you see our partnership that we have done with AMD, with a startup called Grog NVIDIA, Qualcomm. It shows you clearly our commitment to this relationship and partnership, and it's really deep.”

“What I can tell you is that OpenAI is aggressively trying to diversify so that they have multiple paths Of inference available. They have a huge deal with AMD. They have a huge deal with Nvidia. They now have a huge deal with Cerebris.”

“But we also now have chips in the pipeline from AMD. Cerebrus is already online. It's been an incredible low latency chip. Great for devs, for example, that want real time coding. And there's our own chip that we're working on with Broadcom.”

“Share changed when cell phone compute emerged, and Intel and AMD who had fabs and the best architects got zero share, and it all moved to ARM.”