The Ledger
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Patel: AMD cannot catch NVIDIA due to poor software, networking, and co-design
“Why is AMD not catching up despite being awesome at hardware engineering? Well, yeah, they're bad at networking, but also they suck at software and they can't do hardware software co-design.”
Srivastava: The ease of running CUDA workloads on AMD is significantly overstated
“I've, I personally think that it's pretty overstated how easy it is to run something that looks like CUDA or CUDA in some form on an AMD chip seems, seems like a challenge to me.”
Feldman: Cerebras is the only pure-play public AI company
“We would be the first and only, for a period of time, AI pure play. We are the only company that, that you can, a hundred percent of the revenue, this exact market. There's no gaming, there's no graphics, there's no PC, that, this is it.”
Patel: AMD, Trainium, or TPUs will beat chip startups as NVIDIA alternatives
“I probably think that like AMD GPUs or Amazon's Tranium will be probably more likely to be a best second choice. For people or Google TPU, of course, but I think Google is just more interested in it for internal workloads. I just think that those will be much …”
Guo: AMD bought ZT Systems as a billion-dollar data center acqui-hire
“The theoretical like missing component that ZT fills is if you think of it as like a one to two billion dollar aqua hire of a thousand systems designs folks to support the like rack and data center scale AI business instead of like individual chips or componen…”
Papermaster: AMD rejects proprietary walled gardens in favor of open source
“Sarah, the point is, we're not about locking in someone with a proprietary wall garden software stack. What we want is we want to win with the best solution, and we want, or we're committed to open source and we're committed to giving our customers choice.”
Papermaster: Hugging Face tests new models equally on AMD and NVIDIA GPUs
“We've partnered with Clem and his team. They test as they release any of those language models they're testing on AMD with our Instinct GPUs equally as they're testing on NVIDIA.”
Papermaster: AMD's MI300 AI accelerator beats rivals on compute and power
“It's got a tremendous performance advantage, and we did that very purposely. We created very efficient engines for the math processing that you need for that training or inference processing, but we also brought the memory that you need to have more efficient …”
Guo: AMD's $600M Silo AI acquisition was essentially a massive acqui-hire
“They bought this company silo a little while back, which is essentially like a six hundred million dollar aqua hire of hundreds of AI engineers and researchers who've done a lot of work on AMD.”
Gil: Advanced semiconductor markets historically produce only one leader and one runner-up
“If you look at many of the most advanced chip markets, historically at least, there's tended to be a leader, and then there's been, there's tended to be a second place party, and that was
You know, during the microprocessor world, that was Intel, and then AMD …”
Papermaster: AI compute supply constraints will disappear as AMD ramps production
“Well, that's definitely happening. I mean, the supply constraint will go away. We'll be a part of that. We're ramping up and shipping as we speak on our instant line, and it's going quite well.”
Papermaster: Most non-LLM AI inferencing currently runs on general-purpose CPUs
“The fact is the bulk of inferencing done today is done on general purpose CPUs, not the huge LLM inferencing, but, you know, just general inferencing for AI applications.”
Papermaster: Local AI enablement will transform PCs into a new device category
“I mentioned the AI enablement in PCs. That's gonna, I think it's almost gonna make PCs a new category, because when you think of the kind of applications that you're going to be able to run with super high performance, but yeah, low power inferencing you can r…”
Papermaster: AMD is one of two qualified hardware platforms on PyTorch
“We're, One of two qualified offerings on on PyTorch, and so all of that testing is being done you know, routinely with the regression testing that's run literally every night on any software release.”
Papermaster: AMD has shipped integrated CPU-GPUs longer than any competitor
“So we've been shipping CPUs and GPUs combined for PC applications longer than anyone started shipping those in 20 11. With what we call APUs, accelerated processor units.”
Papermaster: Slowing Moore's Law yields density gains but limits power efficiency
“And with Moore's law slowing, it means you still get those device improvements, but it Costs more. Your power's not coming down as much as it used to, and you are still getting that integration. You're still certainly being able to pack more devices, and, but …”
Papermaster: AMD has finished AI-enabling its entire hardware product portfolio
“We've just completed AI enabling our entire portfolio.
So
Cloud.
Edge.
you know, our PCs, our embedded devices, our gaming devices.”
Papermaster: AMD is partnering with TSMC on its Arizona fab expansion
“So you see TSMC building fabs in, in Arizona. We're partnering with them.”
Papermaster: AMD chips power all Microsoft Xbox and Sony PlayStation consoles
“We're underneath all the Xbox, all the PlayStation, as well as many gaming devices that that, that you buy when you buy your add-in boards.”