AMD
Mentioned in 125 analyzed podcast episodes across 10 shows
A semiconductor chipmaker competing with NVIDIA in the AI data center market, AMD has secured major partnerships including a $100+ billion deal with Meta for AI chip supply and agreements with OpenAI for compute infrastructure. Under CEO Lisa Su's leadership, the company has unveiled advanced AI chips like the MI500 while positioning itself as a lower-cost alternative to NVIDIA, though with lower profit margins. AMD is frequently discussed in podcast coverage of AI infrastructure investments, hyperscaler diversification strategies, and the competitive dynamics of the AI chip market.
Mentioned On
Episode Mentions
Bloomberg Intelligence · Jul 16, 2026
Lilly Strikes $3.8 Billion Deal for Psychedelic Drugmaker
“TSMC client served across broad set of semiconductor manufacturing services”
The Vergecast · Jul 15, 2026
Were we too nice to the Steam Machine?
“GPU manufacturer referenced alongside NVIDIA regarding high-end graphics performance”
Better Offline · Jul 15, 2026
AI Made Everything Expensive (ft. GamersNexus)
“Early adopter of HBM in consumer GPUs (Fiji, Fury, Vega architectures 2015-2018); faced same high costs as current generation”
The Last Invention is AI · Jul 10, 2026
Atlas Closes Doors; MuseSpark Opens New Ones
“AI accelerators powered by high bandwidth memory produced by SK Hynix and Samsung”
The Daily AI · Jul 10, 2026
Atlas Closure in Today’s AI Landscape
“AI accelerators powered by high-bandwidth memory from SK Hynix and other manufacturers”
The AI Podcast · Jul 10, 2026
The Chapter Closes on Atlas; MuseSpark Launches
“AI accelerators powered by high bandwidth memory from SK Hynix and Samsung”
Personal AI · Jul 10, 2026
Personal Insights on Atlas Closure and MuseSpark
“AI accelerators powered by high bandwidth memory from SK Hynix, Samsung, and Micron”
No Priors AI · Jul 10, 2026
No Prior Warning: Atlas Ends, MuseSpark Arrives
“AI accelerators powered by high bandwidth memory from SK Hinnix and Samsung”
Latent Space AI · Jul 10, 2026
Exploring the Shutdown of Atlas Today
“AI accelerators powered by high bandwidth memory produced by SK Hynix, Samsung, and Micron”
Global News Podcast · Jul 10, 2026
OpenAI Closes Atlas: Global Impact
“AI accelerators powered by high bandwidth memory chips from SK Hynix and Samsung”
Claude AI · Jul 10, 2026
Atlas' Closure: A Turning Point in AI
“AI accelerators powered by high bandwidth memory produced by SK Hynix and Samsung”
ChatGPT News · Jul 10, 2026
Atlas Ends as MuseSpark Begins New Era
“AI accelerators powered by high bandwidth memory chips from SK Hynix and Samsung”
Building AI: News on OpenAI's ChatGPT, Anthropic's Claude, Google Gemini and xAI's Grok · Jul 10, 2026
Exploring Atlas’ Closure Amid MuseSpark’s Arrival
“AI accelerators powered by high bandwidth memory produced by SK Hynix, Samsung, and Micron”
Anthropic · Jul 10, 2026
Why OpenAI Ended Atlas: A Deep Dive
“AI accelerators powered by high bandwidth memory produced by SK Hynix and Samsung”
The AI Daily Brief: Artificial Intelligence News and Analysis · Jul 10, 2026
ChatGPT Just Became a Work Agent
“Meta's custom chips designed to reduce spending on AMD processors for AI infrastructure”
Bloomberg Surveillance · Jul 10, 2026
Bloomberg Surveillance TV: July 10th, 2026
“Buy-rated semiconductor company with strong prospects next year; alternative to NVIDIA for AI capex exposure”
Odd Lots · Jun 13, 2026
Anjney Midha's Plan to Radically Lower the Price of Compute
“Alternative chip manufacturer supported by AMP's grid system; mentioned as part of compute standardization efforts”
Breaking Points with Krystal and Saagar · Jun 8, 2026
6/8/26: Chips Stocks Hammered, Trump Floats Gov Stake In AI Companies
“Chip manufacturer up 200% YTD; dropped 6% during market volatility; exposed to AI data center buildout”
All-In with Chamath, Jason, Sacks & Friedberg · Jun 6, 2026
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
“Chip competitor mentioned alongside Nvidia in processor market”
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”