AMD, every mention
4 scenes (said by Dylan Patel), the whole family · ← back to AMD
tap a year for its mentions
every year anyone Matt Turck 15Sharon Zhou 6Dylan Patel 6Dan Fu 4Andrew Feldman 4Lin Qiao 1Dillon Erb 1Amit Bendov 1
Verbatim, from the transcripts: the passages where AMD comes up
Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
- ▶ 9:14 Dylan Patel And there's, so there's a lot of AI chip companies on the startup side, but then there's also, you know, Google's TPU, AMD, GPUs, uh, Amazon Tranium, uh, who are all really credible competitors.
- ▶ 17:16 Dylan Patel Because Blackwell is just way better than MI-tri-fifty-five.
- ▶ 34:13 Dylan Patel But there's a reason, like, I don't think that like Jensen is scared of AMD really. 3 times in the scene
- ▶ 43:17 Dylan Patel TSMC is literally making chips for NVIDIA and Apple and AMD and others in Arizona today, right?