AMD

Iran Doesn't Need to Win the War — They Just Need to Crash the AI Bubble

Tom Bilyeu

Mentioned alongside NVIDIA as part of Gulf partnerships to build AI infrastructure.

The Winds of AI Winter (Q2 Four Wars of the AI Stack Recap)

Latent Space

Mentioned as a competitor to NVIDIA in the hardware space, though NVIDIA currently holds a significant advantage.

AI Engineering for Art - with comfyanonymous

Latent Space

A GPU manufacturer whose hardware works better on Linux than Windows for PyTorch, with ongoing efforts to improve Windows support.

All-In Summit: In conversation with Vinod Khosla

All-In Podcast

Acquired NextGen, a company Vinod Khosla was involved with.

llm.c's Origin and the Future of LLM Compilers - Andrej Karpathy at CUDA MODE

Latent Space

A company known for its GPUs, for which there is an active and significant fork of the llm.c project.

Open Source AI is AI we can Trust — with Soumith Chintala of Meta AI

Latent Space

A hardware vendor whose GPU stack is being targeted by Tinygrad.

E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more

All-In Podcast

Company whose stock hedge funds and family offices are invested in regarding AI.

The AI-First Graphics Editor - with Suhail Doshi of Playground AI

Latent Space

One of the major CPU manufacturers mentioned in the context of hardware limitations.

Jim Keller: The Future of Computing, AI, Life, and Consciousness | Lex Fridman Podcast #162

Lex Fridman

A microprocessor company that competes with Intel, and Jim Keller worked there on the Zen design.

The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis

Latent Space

Developing AI hardware to compete with NVIDIA, discussed regarding cost and performance.

FlashAttention-2: Making Transformers 800% faster AND exact

Latent Space

A competitor to NVIDIA in the GPU market, mentioned as having implemented a version of Flash Attention.

E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner

All-In Podcast

Identified as a 'pick and shovel provider' in the AI Gold Rush, expected to continue benefiting from the need for custom silicon in AI.

E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move

All-In Podcast

A semiconductor company expected to also benefit from its role in providing hardware for the AI industry.

New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale

All-In Podcast

Mentioned as a provider of new AI chips alongside NVIDIA.

E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen

All-In Podcast

Competitor to Intel in the PC industry, outcompeted by Intel's strategic programs.

The Random Show with Tim Ferriss & Kevin Rose — Affordable Luxuries, Brain Stimulation, and More!

Tim Ferriss

A semiconductor company considered a cheaper AI play, despite an underdeveloped software stack for AI, with upside potential if they address the software issue.

Jeremy Howard: fast.ai Deep Learning Courses and Research | Lex Fridman Podcast #35

Lex Fridman

A competitor in the GPU market, which Jeremy Howard hopes will improve its software act to provide competition to NVIDIA.

Jim Keller: Elon Musk and Tesla Autopilot | AI Podcast Clips

Lex Fridman

Semiconductor company that the speaker has worked at, in the context of chip design and hardware.

Jim Keller: Moore's Law, Microprocessors, and First Principles | Lex Fridman Podcast #70

Lex Fridman

A semiconductor company where Jim Keller worked on microarchitectures like K7, K8, K12, and Xen.

Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO

All-In Podcast

A semiconductor company whose stock rallied on improved AI chip sales, discussed in the context of market performance.

The Random Show — Zen, Investing, Mike Tyson, Artificial Intelligence, and the World's Best Beers

Tim Ferriss

A semiconductor company mentioned for 'crushing' Intel and providing architecture for the new PlayStation and Xbox.

Chris Lattner: Compilers, LLVM, Swift, TPU, and ML Accelerators | Lex Fridman Podcast #21

Lex Fridman

A competitor in the CPU and GPU market that collaborates on the LLVM infrastructure.

The Shape of Compute (Chris Lattner of Modular)

Latent Space

Another GPU manufacturer whose hardware (MI300) Modular is adding support for.

Kevin O'Leary: Every Time You Get Paid, Do This! It 10xs Your Income Without Having To Work Harder!

The Diary Of A CEO