Decoder with Nilay Patel cover image

Decoder with Nilay Patel

AMD CEO Lisa Su on the AI revolution

Sep 29, 2023
In this lively conversation, Dr. Lisa Su, CEO of AMD, shares her insights on the AI revolution and its impact on the semiconductor industry. She discusses how AMD's new MI300 chip aims to rival Nvidia's H100, a key player in AI development. Lisa highlights AMD's innovative manufacturing strategies to meet rising GPU demand and the active role AI plays within AMD itself. She also touches on the balance between regulatory measures and ensuring access to GPUs for innovation, making a case for the critical intersection of gaming and technology.
35:45

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • The chip supply chain is facing tight availability of high-end GPUs for AI models, prompting AMD to develop the MI300 chip to compete with Nvidia's H100 in terms of speed.
  • Creating hardware-agnostic software frameworks like PyTorch enables developers to write code that can run on different hardware platforms, fostering innovation and flexibility in AI programming.

Deep dives

AI, Chip Supply Chain, and the MI300 Chip

The podcast episode explores the current state of the chip supply chain, particularly in relation to AI and the high demand for GPUs. Dr. Lisa Sue, CEO of AMD, discusses the global chip shortage and the spike in demand for high-end GPUs that power AI models. She mentions that while there is a good overall balance of supply and demand, the availability of GPUs for large language model training and inference is tight. AMD is working on a new chip called the MI300, which aims to compete with Nvidia's H100 chip in terms of speed. Moreover, efforts are being made to ensure software compatibility between Nvidia and AMD. Dr. Lisa also touches on the Chips in Science Act, which aims to build chip manufacturing capacity in the United States, and discusses the importance of diversifying the supply chain and increasing manufacturing capacity to meet the growing demand for chips.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode