Size of the AI Market and Inference Payoff

Earlier this year, OpenAI and chip-designer Advanced Micro Devices, or AMD, announced a multibillion-dollar partnership to collaborate on AI data centers that will run on AMD processors, one of the most direct challenges yet to industry leader Nvidia. WSJ’s Robbie Whelan spoke to the CEO of AMD Lisa Su about the deal, her company and the prospect of an AI bubble. Ryan Knutson hosts. 

Further Listening:

- CoreWeave, the Company Riding the AI Boom

- Is the AI Boom… a Bubble?

- The Unraveling of OpenAI and Microsoft's Bromance

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