Episode 81: Chatting With AMD's Forrest Norrod EVP Datacenter Solutions about Buying ZT Systems
The Circuit
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AMD's Ecosystem and Competitive Strategies
This chapter explores AMD's approach to fostering a diverse ecosystem among ODMs and OEMs while emphasizing the importance of open systems and customer-driven designs. It analyzes AMD's strategic positioning compared to competitors like Nvidia and discusses the implications of their acquisition of ZT Systems, including market efficiencies and customer preferences. The chapter further examines the challenges AMD faces from hyperscalers developing their own silicon and the competitive dynamics within the semiconductor industry.
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