AMD, every mention
12 scenes (2026), the whole family · ← back to AMD
tap a year for its mentions
every year 2026 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
Cerebras CEO: Why GPUs Can't Do Fast Inference
- ▶ 5:38 Andrew Feldman And today, several companies make traditional GPUs, so NVIDIA and AMD, they make very standard GPUs. 2 times in the scene
- ▶ 11:54 Andrew Feldman Intel got zero share, MD got zero share, and a company nobody previously heard of,
- ▶ 20:23 Andrew Feldman And this is what Inxadia and AMD, uh, and others use as a motherboard.
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.
- ▶ 17:08 Matt Turck Do you think AMD can, uh, catch up? 7 times in the scene
- ▶ 17:16 Dylan Patel Because Blackwell is just way better than MI-tri-fifty-five.
- ▶ 17:59 Matt Turck If AMD has a 3 times in the scene
- ▶ 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?
The End of GPU Scaling? Compute & The Agent Era — Tim Dettmers (Ai2) & Dan Fu (Together AI)
- ▶ 30:37 Dan Fu We're starting to see the same things happen, for example, on AMD chips, um, with, with some, some of the research there. 2 times in the scene
- ▶ 1:01:21 Dan Fu I think we're starting to hear a bit about the AMD 400 series of GPUs.
- ▶ 1:01:21 Dan Fu I think we're starting to hear a bit about the AMD 400 series of GPUs.