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AMD

AMD

product

2 creators use or recommend it

▲ 1 active in the last 90 days

2 use 7 mention
Last discussed Sep 29, 2026

A semiconductor company that manufactures computer processors and graphics cards.

Recently discussed in

How AMD compares

5 creators weighed in
Nvidia Direct rival
GPU and AI chip maker

Jeff says AMD had more memory than comparable Nvidia chips and was the only option when Nvidia was hard to get. Others group both as major players in AI hardware.

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4 creators
JD
Jeff Dartuk

"AMD is the only option that was available during supply constraints. They started off great on the hardware side, focusing on adding more HBM than what you can find on a comparable Nvidia chip."

Alternative to Nvidia during supply constraints, more HBM than comparable Nvidia chips

SF
Sarah Friar

"We also now have chips in the pipeline from AMD."

Part of multi-chip approach alongside Nvidia and Cerebras

Joe Lonsdale

"I think Nvidia, AMD, and Intel are like 99% of the value right now."

Part of trio dominating chip market with Nvidia and Intel

20VC with Harry Stebbings

"Why wouldn't you buy the [expletive] out of Nvidia, AMD, Nebius, Corewave?"

Listed alongside Nvidia, Nebius, Corewave as AI infrastructure plays

Cerebras Different focus
AI inference speed provider

Andrew says pairing AMD with Cerebras gives 5x more output while keeping speed steady. Similar teamwork is also happening with AWS.

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1 creator
AF
Andrew Feldman

"We're doing disaggregation with AMD and with AWS, where you think about in the work of inference, is there a part that can be done by somebody else and is there a part that can be done by you, such that the result is higher throughput. W..."

Similar disaggregation work also being done with AWS; Cerebras would also like to partner with Nvidia and Google TPU

What creators say

AF
Used for: Inference disaggregation partnership to increase total throughput by 5x while maintaining Cerebras speed Praised: 5x additional throughput achieved through disaggregation vs: Similar disaggregation work also being done with AWS; Cerebras would also lik...

"We're doing disaggregation with AMD and with AWS, where you think about in the work of inference, is there a part that can be done by somebody else and is there a part that can be done by you, such that the result is higher throughput. With AMD we..."

More from Andrew Feldman →
JD
Used for: AI training and inference workloads Praised: More HBM memory, allows larger models on fewer GPUs vs: Alternative to Nvidia during supply constraints, more HBM than comparable Nvi...

"AMD is the only option that was available during supply constraints. They started off great on the hardware side, focusing on adding more HBM than what you can find on a comparable Nvidia chip."

More from Jeff Dartuk →
Jordi Hays
mentioned

"AMD sets $8 billion deal for AI research company. AMD, a semiconductor company that recently touched a trillion dollar valuation, said the deal would bring leading AI research and development talent and help the company develop better AI hardware,..."

More from Jordi Hays →
vs: Positioned as an alternative chip supplier OpenAI turned to after the Nvidia ...

"Just 14 days later, Altman announced a major equity agreement with AMD, giving them warrants to buy up to 10% of OpenAI — another one of these big circular deals."

More from This Week in Startups →
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Ramin Hasani
mentioned
Used for: Partnering to bring Liquid AI on-device models to PC hardware

"We're working with AMD and other chip manufacturers to really bring AI, low code AI experiences on PCs as well."

More from Ramin Hasani →
Joe Lonsdale
mentioned
vs: Part of trio dominating chip market with Nvidia and Intel

"I think Nvidia, AMD, and Intel are like 99% of the value right now."

More from Joe Lonsdale →
vs: Listed alongside Nvidia, Nebius, Corewave as AI infrastructure plays

"Why wouldn't you buy the [expletive] out of Nvidia, AMD, Nebius, Corewave?"

More from 20VC with Harry Stebbings →
Peter Diamandis
mentioned

"Meta and AMD reach an AI chip deal worth hundreds of billions. Meta is making historic bet to break free of Nvidia dependency."

More from Peter Diamandis →
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Felix Draxham
mentioned
Used for: chip for diamond-cooled servers

"We just released today a server made with an AMD chip. That is cooled by diamond and that can operate at 120 degrees Fahrenheit"

More from Felix Draxham →

About this data

  • ✓48,000+ mentions extracted from real podcast transcripts
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