AMD
Mentioned in 133 analyzed podcast episodes across 10 shows
A leading semiconductor and GPU manufacturer competing with NVIDIA in the AI chip market, AMD has secured major infrastructure deals with both OpenAI and Meta (worth $100+ billion) to supply AI chips and compute resources. Under CEO Lisa Su's leadership, the company has unveiled advanced chips like the MI500 while positioning itself as a lower-cost alternative to NVIDIA, though with lower profit margins. Podcasts discuss AMD as a key player in the AI infrastructure buildout and hyperscaler diversification away from NVIDIA dependency.
Mentioned On
Episode Mentions
All-In with Chamath, Jason, Sacks & Friedberg · Jul 31, 2026
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
“Included in the Philadelphia Semiconductor Index that entered bear market territory with a 20%+ decline.”
TBPN · Jul 29, 2026
RSI Is Closer Than People Think, Per Tae Kim
“CEO Lisa Su raised Agentic CPU TAM from $120B to $220B for 2030 in three months, signaling surging enterprise AI demand.”
TBPN · Jul 28, 2026
Tae Kim Sounds Off, Big Companies Are Hiring Again, NVIDIA $50B Tenant | Tae Kim, Ben Zweig, Aakash Thumaty
“CEO Lisa Su raised 2030 CPU TAM forecast from $120B to $220B in three months, signaling surging AI demand.”
The Information's TITV · Jul 28, 2026
Trump Admin Nears AI Rules Framework, Microsoft’s Mythos Alternative, Why Claude Code is King
“Announced Helios Rack system as alternative to NVIDIA's Vera Rubin; first AMD rack-scale solution”
张小珺Jùn｜商业访谈录 · Jul 28, 2026
148. 对游凯超3小时访谈：开源Infra、和模型Co-design 、“如果vLLM失败，我们会后悔一辈子”
“Semiconductor company participating in vLLM governance and inference optimization efforts”
TBPN · Jul 24, 2026
AMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | Diet TBPN
“Hosted the Advancing AI event, unveiled Helios rack-scale system with MI450 accelerator and key AI partnerships.”
TBPN · Jul 23, 2026
AMD CEO Lisa Su Live on TBPN | Oliver Cameron, Mohammad Norouzi, Anjney Midha, Lisa Su
“Host company; announced MI450 accelerator, Helios system, Anthropic partnership, and Cerebras inference deal.”
This Week in Linux · Jul 19, 2026
352: Linus Torvalds talks AI in kernel, COSMIC Frosted Glass, AppManager for AppImages & more Linux news
“GPU shared memory path bug in kernel 7.0.12 causing severe performance degradation in ROCM compute workloads like Stable Diffusion XL”
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”