AMD, every mention
12 scenes (said by Alex Kantrowitz) · ← back to AMD
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every year anyone Alex Kantrowitz 52Pat Gelsinger 4Matt Garman 3M.G. Siegler 2Ranjan Roy 1Lauren Goode 1Jack Clark 1
Verbatim, from the transcripts: the passages where AMD comes up
AI Bubble Special Report: Debt, Depreciation, and Losses — With Gil Luria
- ▶ 2:12 Alex Kantrowitz And this week we saw AI companies touting rosy numbers from AMD CEO Lisa Su predicting the AI compute market.
OpenAI Bailout?, Elon’s $1 Trillion Pay Deal, Amazon Sues Perplexity
- ▶ 12:21 Alex Kantrowitz Nvidia and AMD and Oracle and Microsoft to some degree.
OpenAI’s IPO Plan, Deconstructing The AI Bet, Apple’s iPhone 17 Revival
- ▶ 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
AGI or Bust, OpenAI’s $1 Trillion Gamble, Apple’s Next CEO?
- ▶ 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
OpenAI and AMD's Megadeal, Sam Altman and Jony Ive’s Bumpy Start. Meta vs. Apple
- ▶ 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
Predicting AI’s Next Advances — With Suhail Doshi
- ▶ 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?