AMD
Mentioned alongside NVIDIA as part of Gulf partnerships to build AI infrastructure.
Every podcast mention of AMD in one pod.
60 videos. Track how it's discussed, by whom, and what experts actually think.
Common Themes
Videos Mentioning AMD
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
All-In Podcast
A semiconductor company, mentioned as a company whose stock could be part of a sovereign wealth fund's portfolio.
Security is Broken
GoogleTalksArchive
Processors mentioned in relation to the difficulty of implementing no-execute stacks until recently.
Seattle Conference on Scalability: Abstractions for Handling Large Datasets
GoogleTalksArchive
Manufacturer of the Opteron processor, mentioned as an example of a new word entering the lexicon and tracking its query frequency over time.
Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | The GPU Economy
Stanford Online
Mentioned as a competitor to NVIDIA in the AI hardware space, with their Instinct accelerators.
Jensen Huang: The Mindset That Built NVIDIA
Y Combinator
Advanced Micro Devices, mentioned in the context of 'AMD doll's laws', likely referring to Amdahl's Law, a principle in computer architecture.
Multi-GPU Kernels, Intelligence per Watt, Heterogeneous Inference, and More | YC Paper Club
Y Combinator
Mentioned as a provider of GPUs for personal consumer use, contributing to the trend of local AI inference.
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
All-In Podcast
A semiconductor company, part of the chip index.
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
All-In Podcast
Advanced Micro Devices, mentioned in the context of Sam Altman's deal with them, which may have prompted NVIDIA's open-source pivot.
Everything Is the AI Bet: You Won’t Believe How Much Vanishes If It All Breaks
Tom Bilyeu
A semiconductor stock that was moved from the value index to the growth index during an annual rebalance.
Open Models Are Collapsing The Cost Of AI
Y Combinator
A company whose hardware is used to run open AI models locally.
Satya Nadella on the AI Doomer Slowdown, Microsoft’s Master Plan & Who Wins AI
All-In Podcast
Mentioned as a vendor whose silicon is part of Microsoft's heterogeneous compute strategy for AI workloads.
A Worm With 302 Neurons Inspired Their Architecture — Ramin Hasani, Liquid AI
Latent Space
A technology company partnered with Liquid AI to bring their foundation models to AI PCs, focusing on local deployment of intelligence.