AMD, every mention

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Verbatim, from the transcripts: the passages where AMD comes up

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▶ 4:57 Lauren Goode And, you know, Jensen coming out and making these big proclamations that actually they're the biggest CPU maker in the world, which I know Intel and A&D must be thrilled about.

▶ 28:20 M.G. Siegler Are they, is, was Jensen really mad about, uh, when shortly after they announced this deal, Sam Altman announced the deal with AMD.

▶ 2:12 Alex Kantrowitz And this week we saw AI companies touting rosy numbers from AMD CEO Lisa Su predicting the AI compute market.

▶ 20:37 Alex Kantrowitz Of course, it's going to be the weirdest IPO of all time because it is open AI, because not only do you have that stake that Microsoft has and the stakes that NVIDIA will have, and I think AMD, well, no, open AI will have part of AMD. 3 times in the scene
▶ 32:11 M.G. Siegler Everyone's getting involved, AMD, like we're, we're onto like layers and layers and layers of all these companies.

▶ 4:48 Ranjan Roy I've been looking at this a lot over the last couple of weeks around the Oracle deal, the AMD deal, all these deals are focused on CapEx and not product.
▶ 12:04 Alex Kantrowitz You're going to talk about like opening I and AMD and we're going to get into it in a moment.
▶ 20:03 Alex Kantrowitz Uh, the deals with Nvidia and AMD could cost up to 500,000,000,300 billion dollar respectively. 2 times in the scene
▶ 38:13 Alex Kantrowitz Uh, of course, there's been some silliness with the open AI AMD deal. 16 times in the scene

▶ 0:31 Alex Kantrowitz We're going to cover the tie up between open AI and AMD.
▶ 2:29 Alex Kantrowitz And it seems like now with this deal with AMD, which we're going to get into the details of, which by the way, uh, might have opening eye ending up as a 10% owner of AMD. 7 times in the scene
▶ 7:19 Alex Kantrowitz It is OpenAI's commitment to buy AMD chips, but as it buys these chips, it gets ownership in AMD. 8 times in the scene
▶ 13:41 Alex Kantrowitz Maybe opening is gonna pay for these AMD chips with Nvidia chips. 3 times in the scene
▶ 22:23 Alex Kantrowitz Excited to partner with AMD to use their chips to serve our users. 8 times in the scene

▶ 12:21 Matt Garman Um, we have a fantastic relationship with Intel and AMD, and we produce our own general purpose processors. 3 times in the scene

▶ 41:49 Jack Clark They bet in the like early 2000 or late nineties on, they bet in the late nineties that there was a better way to make a processor than how Intel and AMD made, made CPUs.

▶ 50:29 Alex Kantrowitz Is that something that you're finding in your business that you're using the chips and the software to train models and you'd have a hard time switching to like an AMD?

▶ 3:43 Pat Gelsinger For the training application, you now have what Nvidia does, accelerators like what we're doing with Gaudi, but also then the TPU from Google, you know, the Tranium from Amazon, what Microsoft just announced with Maya, what AMD announced. 3 times in the scene
▶ 19:26 Pat Gelsinger I've talked to everybody in the industry, you know, Qualcomm, Nvidia, AMD, Google, Apple, Broadcom, et cetera.

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