Navigating Semiconductor Innovation

Compute is the fuel for the AI revolution, and customers want more chip vendors. AMD CTO Mark Papermaster joins Sarah and Elad on No Priors to discuss AMD’s strategy, their newest GPUs, where inference workloads will live, the chip software stack, how they are thinking about supply chain issues, and what we can expect from AMD in 2024. 

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Show Notes: 

(0:00) Introduction and Mark’s background

(2:35) AMD background and current markets

(4:40) AMD shifting to AI space

(8:54) AI applications coming out of AMD

(10:57) Software investment

(15:15) The benefits of open-source stacks

(16:58) Evolving GPU market

(20:21) Constraints on GPU production

(24:11) Innovations in chip technology

(27:57) Chip supply chain

(30:18) Future of innovative hardware products

(35:42) What’s next for AMD