AMD
Mentioned in 55 analyzed podcast episodes across 10 shows
A leading semiconductor and AI chipmaker competing with NVIDIA in the data center GPU market, AMD has secured major partnerships with OpenAI and Meta (worth $100+ billion for chip supply) to capitalize on AI infrastructure demand and diversification away from NVIDIA dependency. Under CEO Lisa Su's leadership, the company manufactures AI chips including the MI450 and MI500 series, positioning itself as a lower-cost alternative in the competitive AI chip space. AMD is frequently discussed in tech and finance podcasts regarding its competitive positioning in the AI hardware market, major enterprise deals, and stock performance relative to broader semiconductor and AI sector trends.
Mentioned On
Episode Mentions
Mad Money w/ Jim Cramer · Apr 9, 2026
Mad Money w/ Jim Cramer 4/9/26
“Semiconductor competitor gaining traction in hardware/AI infrastructure buildout”
TBPN · Apr 8, 2026
Meta Tokenmaxxing, Intel Joins Terafab, Frontier AI vs. China | Diet TBPN
“Thriving chip competitor while Intel faces production capacity challenges”
Irregular Warfare Podcast · Apr 3, 2026
Chokepoints: American Power in the Age of Economic Warfare
“Co-produces ~90% of advanced AI chips globally alongside NVIDIA; subject to U.S. export controls on China sales”
Accidental Tech Podcast · Apr 1, 2026
685: The Ability to Be Hotter
“GPU manufacturer; 2019 Mac Pro supported up to four AMD GPUs for professional workloads”
Money Rehab with Nicole Lapin · Apr 1, 2026
How to Invest During a Crisis: Oil, the Dollar, and What to Do Right Now with Lauren Simmons
“Semiconductor company positioned as solid performer in tech sector alongside Nvidia and Intel”
TBPN · Mar 30, 2026
FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
“Mentioned regarding CPU supply contracts and hyperscaler demand”
TBPN · Mar 27, 2026
Arm’s $15B Chip Bet, Sanders & AOC vs Datacenters, Meta & YouTube Lose Trial | Diet TBPN
“Competes with ARM and Nvidia in CPU market as AI workloads drive new architecture demands”
This Week in Startups · Mar 25, 2026
$2.5B Chip Heist, The Future of American AI, and Purpose-Built Robots | This Week in AI Ep 6
“GPU competitor to Nvidia with ROCm software stack, potential number two player”
Better Offline · Mar 25, 2026
NVIDIAdrome with Steve Burke of GamersNexus
“Mentioned as alternative GPU supplier with no confirmed OpenAI sales despite announced partnerships”
All-In with Chamath, Jason, Sacks & Friedberg · Mar 19, 2026
Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
“Mentioned as competitor in AI chip market with lower-cost alternatives”
Kinda Funny Games Daily: Video Games News Podcast · Mar 18, 2026
NVIDIA CEO on Haters: ‘They’re completely wrong’ - Kinda Funny Games Daily LIVE 03.18.26
“Competitor positioned to gain market share by publicly rejecting DLSS 5-style AI visual alteration technology”
Better Offline · Mar 18, 2026
Prediction Markets with Rebecca Ungarino and Nick Devor
“Signed non-binding agreement with OpenAI; no formal contract or guidance increase despite market reaction”
Game Scoop! · Mar 13, 2026
Game Scoop! 848: A Marathon and a Sprint
“Providing custom chip for Xbox Project Helix with AI upscaling technology”
TBPN · Mar 9, 2026
Oil Market Turbulence, Sundar's New Comp Package, TBPN Weather Report | Diet TBPN
“Expected to launch rDNA 5 96GB cards in mid-2027 for Tiny Corp's AI infrastructure plans”
Moonshots with Peter Diamandis · Mar 5, 2026
Financializing Super Intelligence, Amazon's $50B Late Fee | #235
“Securing $100B deal with Meta for AI chips, leveraging TSMC manufacturing relationship”
Daily Tech News Show · Feb 28, 2026
DTNS February in Review
“Competing in AI chip market alongside NVIDIA with record performance metrics”
Motley Fool Money · Feb 27, 2026
Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner
“Selling chips to Meta; emerging as NVIDIA competitor in AI infrastructure market”
Mad Money w/ Jim Cramer · Feb 27, 2026
Mad Money w/ Jim Cramer 2/26/26
“Semiconductor company caught in hardware tech sector rotation despite competitive positioning”
CNBC's "Fast Money" · Feb 26, 2026
Nvidia Fails To Lift Markets… And The Latest Media Drama For Warner Bros. Discovery 2/26/26
“Semiconductor stock among biggest laggers following NVIDIA's post-earnings decline”
Motley Fool Money · Feb 26, 2026
NVIDIA Posts Earnings. Wall Street Says “That’s It?”
“Mentioned as alternative to NVIDIA with lower margins (12% vs 53%) but less exposure to pricing power compression risks in data center GPUs.”
Lenny's Podcast: Product | Career | Growth · Feb 26, 2026
AI is critical for humanity’s survival: Cisco president on the AI revolution | Jeetu Patel
“GPU manufacturer whose chips Cisco also connects for AI infrastructure”
Marketplace Morning Report · Feb 25, 2026
The TL;DR of Trump's SOTU
“Chipmaker competing with NVIDIA in AI market, announced partnership with Meta this week”
Marketplace All-in-One · Feb 25, 2026
The TL;DR of Trump's SOTU
“Chipmaker competing with NVIDIA in AI data center market; announced partnership with Meta this week.”
Morning Brew Daily · Feb 25, 2026
Investors Flee Tech for IRL Stocks & Trump Touts Economy in SOTU Address
“Secured multi-year $100B+ deal with Meta for AI chips; stock jumped 9% on deal announcement”
TBPN · Feb 24, 2026
Kim K's New Energy Drink, Citrini Discourse Rages On, the $100B Meta-AMD Deal | Diet TBPN
“Partnered with Meta for AI compute infrastructure deployment worth approximately 6 gigawatts”
CNBC's "Fast Money" · Feb 24, 2026
Growing AI Warnings… And Opportunities in Private Credit & Real Estate 2/24/26
“Announced $100+ billion Meta deal with warrant component; stock up 9% on announcement”
Morning Wire · Feb 24, 2026
Evening Wire: Cartel Pressure Continues & Mamdani’s Shovel Struggles | 2.24.26
“Secured $100B+ deal with Meta for chip supply; stock spiked 7% following announcement”
Daily Tech News Show · Feb 24, 2026
Citrini's Substack Post Sent the Market Into a Panic - DTNS 5212
“Reached deal with Meta for MI450 chips; offering up to 10% equity stake at $600/share as incentive”
Bankless · Feb 16, 2026
Lyn Alden: How to Survive The Gradual Print Era — Fed Chair Warsh, Gold & Bitcoin
“AI hardware maker that Alden owned and sold after significant appreciation”
AI + a16z · Feb 10, 2026
Sam Altman on Sora, Energy, and Building an AI Empire
“Recent partnership deal with OpenAI for infrastructure and compute resources”
Law and Chaos · Feb 6, 2026
Ep 202 — From Atari to NVIDIA: We Don’t Care, We Don’t Have To!
“GPU manufacturer with minor market share competing against NVIDIA's dominance”
Prof G Markets · Feb 5, 2026
Google Doubles Down on Spending as AI Fear Returns
“Suffered steepest drop in seven years after disappointing earnings; among worst tech performers”
Uncanny Valley | WIRED · Jan 30, 2026
BIG INTV: Silicon Valley Tech Workers’ Campaign to Get ICE Out of US Cities
“CEO Lisa Su attended White House screening despite tech industry's historical opposition to Trump administration policies.”
Pivot · Jan 26, 2026
Is Alex Pretti Shooting a Turning Point?
The a16z Show · Jan 22, 2026
Inferact: Building the Infrastructure That Runs Modern AI
AI + a16z · Jan 22, 2026
Inferact: Building the Infrastructure That Runs Modern AI
The AI Policy Podcast · Jan 22, 2026
The Future of Nvidia’s H200 in China and the Pentagon's New AI Strategy
“MI325X chips included in export calculations; China could acquire equivalent compute to 900,000 H200s via AMD and NVIDIA combined”
The AI Daily Brief: Artificial Intelligence News and Analysis · Jan 22, 2026
AGI Timelines Shift Forward
The Trade Guys · Jan 20, 2026
China vs. the World, Chips Tariffs, and Global Minimum Tax
“MI300X chips included in advanced computing chip tariff announcement alongside NVIDIA products”
All-In with Chamath, Jason, Sacks & Friedberg · Jan 17, 2026
Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs
“Significant compute deal with OpenAI as part of hyperscaler diversification strategy away from NVIDIA dependency”
All-In with Chamath, Jason, Sacks & Friedberg · Jan 8, 2026
Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026
The a16z Show · Jan 7, 2026
Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI
TBPN · Jan 7, 2026
The legacy and future of CES, Dwarkesh’s “Capital in the 22nd Century,” Ben Thompson’s “AI and the Human Condition” | Diet TBPN
The AI Daily Brief: Artificial Intelligence News and Analysis · Jan 7, 2026
AI at CES is Not Just Cheesy Gadgets Anymore
Tech Brew Ride Home · Jan 6, 2026
CES Day Two
“Unveiled MI500 AI chips claiming 1,000x performance improvement; partnered with OpenAI for chip validation and deployment”
Daily Tech News Show · Jan 5, 2026
The Head of CTA Explains CES
The AI XR Podcast · Jan 3, 2026
Special From CES 2026: AI Strategy, Tariffs, and the Future of Consumer Tech - Gary Shapiro, CEO
“Lisa Su delivering opening keynote at CES; board member mentioned as former HP executive now running AMD Americas”
The Vergecast · Dec 23, 2025
The Vergecast RAM Holiday Spec-Tacular
“GPU manufacturer deprioritizing consumer graphics cards to focus on AI GPU production due to margin differences”
This Week in Tech (Audio) · Dec 15, 2025
TWiT 1062: The Architects of AI - Can Small Models Outrun the Data Center Boom?
“Lisa Su competing with NVIDIA by capturing leftover demand that NVIDIA can't fulfill; benefiting from data center build-out”
Dwarkesh Podcast · Nov 12, 2025
Satya Nadella — How Microsoft is preparing for AGI
“Chip supplier; Microsoft uses AMD processors alongside Intel and Cobalt in diversified compute fleet”