AMD
Mentioned in 106 analyzed podcast episodes across 10 shows
A major semiconductor chipmaker competing with NVIDIA in the AI data center market, known for offering lower-cost GPU alternatives like the MI450 and MI500 chips. Recently secured major partnerships with Meta (valued at $100+ billion) and OpenAI for AI infrastructure and compute resources, positioning itself as a key player in hyperscaler diversification away from NVIDIA dependency. Led by CEO Lisa Su, the company has become a frequent podcast discussion topic due to its significant role in the AI chip supply chain and recent stock volatility tied to earnings and major deal announcements.
Mentioned On
Episode Mentions
All-In with Chamath, Jason, Sacks & Friedberg · Jun 2, 2026
OpenAI CFO Sarah Friar on IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
“Chip supplier as part of OpenAI's multi-chip diversification strategy”
Odd Lots · May 21, 2026
Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip
“X86 processor competitor to Intel; example of durable multi-player market structure”
The Joe Rogan Experience · May 15, 2026
#2500 - Scott Horton
“Semiconductor company with manufacturing facilities in Austin, Texas”
Risky Bulletin · May 15, 2026
Risky Bulletin: Shai-Hulud goes open-source
“Advised users to install OS security updates for CPU vulnerability affecting Zen 2, Ryzen, and EPYC products”
Mad Money w/ Jim Cramer · May 14, 2026
Mad Money w/ Jim Cramer 5/14/26
“Semiconductor competitor trading at 21x sales; used as valuation comparison to show Cerebras premium pricing”
CyberWire Daily · May 13, 2026
Every layer needs a patch now.
“Published 11+ advisories covering 35+ vulnerabilities affecting hardware and firmware with potential for code execution”
Tech Brew Ride Home · May 13, 2026
Googlebooks
“Invested in Recursive Superintelligence's $650M funding round for recursive self-improvement AI research”
Daily Tech News Show · May 13, 2026
Amazon Beefs Up Voice-Assisted Shopping - DTNS 5268
“Affected by Foxconn ransomware breach; client of Foxconn's North American operations; new processors in Lenovo laptops”
Daily Tech Headlines · May 13, 2026
Google Announces New Googlebook Category - DTH
“Providing Ryzen AI Pro 400 and Ryzen Pro 9 processors for Lenovo ThinkPad and ThinkStation products”
Prof G Markets · May 13, 2026
Hottest Inflation Report In 3 Years Has One Big Problem
“CPU and GPU competitor up 80% YTD as AI infrastructure buildout drives demand across processor types”
The WAN Show · May 9, 2026
AMD Proving to be Linux Chads AGAIN - WAN Show May 8, 2026
“Submitting HDMI 2.1 FRL patches to Linux GPU drivers, enabling high-refresh displays on SteamOS devices”
The Information's TITV · May 8, 2026
OpenAI’s Broadcom Chip Deal Hits $18B Financing Snag, Microsoft Cuts Copilot Bloat
“Mentioned as GPU vendor that OpenAI negotiates with for compute capacity.”
Motley Fool Money · May 8, 2026
Elon Musk, Chip Giant?
“AI chip supplier mentioned as potential competitor affected by new chip manufacturing capacity entering market”
Neural intel Pod · May 8, 2026
OpenAI MRC, SRv6, and the Architecture of Frontier AI Supercomputers
“Silicon manufacturer co-authoring MRC specification and OCP contribution with OpenAI”
Thinking Crypto News & Interviews · May 7, 2026
Bitcoin's Quantum Problem? It Doesn't Exist Yet! with Frank Holmes
“Original GPU chip supplier for Hive's early Ethereum mining operations”
Windows Weekly (Audio) · May 7, 2026
WW 982: Don't Lick the Manta Rays - Breaking Down Microsoft's Earnings
“$10.3B revenue (38% growth), data center business at $5.8B (57% growth), competing with NVIDIA in AI chips”
Lex Fridman Podcast · May 6, 2026
#496 – FFmpeg: The Incredible Technology Behind Video on the Internet
“Provides GPU hardware decoders; integrated with FFmpeg and VLC”
The Information's TITV · May 6, 2026
AMD Revenue Jumps 38%, Anthropic’s $200B Google Deal, & OpenAI President Greg Brockman on Elon Musk
“Reported 38% revenue growth in Q1 driven by data center CPU segment benefiting from agentic AI workloads”
Bloomberg Tech · May 6, 2026
AMD Soars on Blockbuster AI-Fueled Forecast
“Stock surges 15% on blockbuster earnings with 70% CPU growth forecast and strong AI data center demand”
Tech Brew Ride Home · May 6, 2026
Even 175-year-old Companies Can Join The AI Boom
“Collaborated with OpenAI and other companies on publishing AI training infrastructure networking research”
OpenAI Podcast · May 6, 2026
Episode 18 - Why AI needs a new kind of supercomputer network
“Semiconductor company; collaborating on MRC standardization and hardware implementation for AI infrastructure”
Morning Call · May 6, 2026
Morning Call 5/6/26
“Beat Q1 earnings with data center revenue up 60%, becoming strong #2 GPU player behind NVIDIA with stock up 18%”
Wall Street Breakfast · May 6, 2026
Soda & chips: McDonald's and AMD in focus
“Reported Q1 results beating forecasts with 38% YoY revenue growth; stock up 18% on AI-driven server CPU growth expectations”
One Part Lion - One Part Lamb with Stephen Scoggins · May 6, 2026
How He Built Wealth Starting With $250 (And Why Rich People Aren't Who You Think) | Chris Sain
“Semiconductor company Chris holds as part of AI and semiconductor exposure in investment portfolio”
Vital Dawn · May 6, 2026
Vital Dawn Podcast for Wednesday May 6
“Exceeded elevated earnings expectations with stock up nearly 20% in pre-market trading”
Reuters Morning Bid · May 6, 2026
Iran's 'Trump' card
“Chipmaker posted strong earnings, raised guidance, and stock surged 16% on AI-driven demand”
Bloomberg Daybreak: Asia Edition · May 6, 2026
Trump Says US to Pause Guiding Ships While Seeking Iran Deal
“Shares jumped 15% after reporting revenue forecast significantly above expectations”
Mad Money w/ Jim Cramer · May 5, 2026
Mad Money w/ Jim Cramer 5/5/26
“Competing chip manufacturer; reported strong earnings with CEO Lisa Su appearing on show”
World Business Report · May 5, 2026
Tensions rise in the Persian Gulf
“World's second-largest chip maker posting 38% revenue growth and 83% operating income increase, benefiting from AI data center demand boom”
The Compound and Friends · May 5, 2026
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview
“Semiconductor company; market cap increased from $125B to $574B; competing in AI processor market”
CNBC's "Fast Money" · May 5, 2026
Intel & Memory Stocks Surge… And Protagonist CEO On Drug Approval 5/5/26
“Beat earnings with 57% data center revenue growth; raised server CPU TAM forecast from 18% to 35% annual growth driven by AI demand”
Bloomberg Tech · May 5, 2026
Apple Weighs Using Intel, Samsung Processors
“Reporting earnings after-bell with 30% quarterly growth; stock up 13% in April amid high investor expectations”
The Rundown · May 5, 2026
Palantir Crushes Earnings, Apple in Talks with Intel
“Major consumer of TSMC manufacturing capacity for AI chips, contributing to semiconductor supply constraints”
The Real Investment Show Podcast · May 5, 2026
5-5-26 Investing vs Trading - Finding the Balance
“Earnings reporter in AI semiconductor space contributing to strong Q1 earnings growth trends”
YPO Technology Network AI Brief · May 5, 2026
Inference Got Cheap. Renegotiate Everything.
“Participating in industry-wide trend of splitting product lines for training vs. inference optimization”
Prof G Markets · Apr 30, 2026
Ray Dalio: The World Order Has Unraveled
“Semiconductor company benefiting from AI compute demand and data center expansion”
All TWiT.tv Shows (Audio) · Apr 30, 2026
Intelligent Machines 868: Happy Hamburgers Towing Timmy To The Sea
“Strix Halo processor powers Framework desktop for local AI inference, high-end laptop processor competition with Apple”
Tech Brew Ride Home · Apr 29, 2026
Elon V. Sam Day 2
“Struck partnership with OpenAI for computing capacity as part of infrastructure strategy shift”
Morning Brew Daily · Apr 29, 2026
OpenAI’s Struggles Spooks Tech Stocks & UAE Walks Away From OPEC
“Chip manufacturer for AI infrastructure; experienced similar stock decline as NVIDIA and Broadcom”
Software Engineering Daily · Apr 28, 2026
Open-Weight AI Models
“Secondary GPU vendor; Fireworks investor; supported via custom kernels to provide multi-hardware cost optimization for customers”
The Vergecast · Apr 28, 2026
Musk and Altman go to court
“Competing with Intel on laptop processors; integrated graphics improvements enabling better mobile performance”
TBPN · Apr 25, 2026
Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN
“Part of big three CPU manufacturers (CPU, AMD, Intel, ARM); agents need far more CPUs than these three can produce”
World Business Report · Apr 24, 2026
US consumer confidence and electric vehicles
“Semiconductor manufacturer whose latest chips outperform Chinese alternatives for AI training”
CNBC's "Fast Money" · Apr 24, 2026
Intel Posts Best Day Since 1987 and Counting Down to Big Tech Results 4/24/26
“Referenced regarding Intel's competitive impact; astounding performance differential noted”
Masters in Business · Apr 24, 2026
The Stock Picking Philosophy to Find the Next Amazon with Motley Fool's David Gardner
“Semiconductor competitor; AI chip beneficiary; important emerging industry player”
Squawk Pod · Apr 24, 2026
David Sacks, Anthropic, & the White House, Regeneron’s Deafness Cure 4/24/26
“Semiconductor competitor to Intel; stock trading near $500 after years as industry also-ran; benefiting from AI infrastructure demand”
Daily Tech Headlines · Apr 24, 2026
Meta to Cut 8,000 Jobs and Freeze Hiring for 6,000 Open Positions - DTH
“Supplying AI chips to Meta as part of Meta's diversified semiconductor procurement strategy.”
The Dave Gerhardt Show (from Exit Five) · Apr 23, 2026
Real Talk from Three CMOs: Attribution, Paid Media, and Why B2B Is More Emotional Than You Think
“Kim Storen's previous employer; large transformation company where she worked in marketing leadership”
TechLinked · Apr 23, 2026
AMD Ryzen 9 9950X3D2, Framework Goes “Pro”, Unauthorized Mythos Users + more!
“Launched Ryzen 9 9950X3D2 with restricted reviewer access, allegedly limiting samples to avoid negative coverage”
Mad Money w/ Jim Cramer · Apr 22, 2026
Mad Money w/ Jim Cramer 4/22/26
“CPU and GPU maker positioned for agentic AI infrastructure; Cramer notes missed opportunity despite understanding CPU importance for AI agents”