This chapter examines the competitive landscape between AMD and Nvidia, focusing on AMD's recent acquisitions and strategy aimed at offering integrated solutions for large enterprises. It emphasizes the significance of innovation and resource allocation as AMD seeks to enhance its market position and provide cost-effective options for clients.
AMD’s latest acquisition is about building out an ecosystem and doing what it can to offer customers more in the AI race.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Why AMD is spending $4.9B on ZT Systems, and what the company’s rack-scale ambitions look like.
- General Motors’ plans to lay off over 1,000 employees, and why it might be AI-driven.
- The questions that company leadership and boards should be asking as they think about AI, and two companies that have established good AI practices so far.
Articles mentioned on the show:
Companies discussed: AMD, NVDA, GM, CRM, NOW
Host: Dylan Lewis
Guests: Asit Sharma
Engineers: Dan Boyd
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