AMD, every mention

13 scenes (2025) · ← back to AMD

mentionsepisodesper episode tap a year for its mentions

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

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▶ 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

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