

Episode 81: Chatting With AMD's Forrest Norrod EVP Datacenter Solutions about Buying ZT Systems
Aug 26, 2024
Forrest Norrod, Executive Vice President of Datacenter Solutions at AMD, dives into the strategic acquisition of ZT Systems, a leader in customized server design for hyperscalers like Microsoft and AWS. He discusses how this move aims to enhance AMD's position in the data center and AI market, leveraging ZT’s expertise for optimized AI solutions. Norrod also touches on AMD's plan to divest ZT's manufacturing side while boosting collaboration with partners. The conversation highlights the evolving landscape of hyperscalers and AMD's competitive strategies against rivals like Nvidia.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 3min
Strategic Acquisition: AMD and ZT Systems
02:37 • 8min
Strategic Divestment of Manufacturing Assets
11:03 • 3min
Strategic Enhancements in AI Server Design and Market Agility
13:36 • 4min
The Evolving Customization Landscape of Hyperscalers
17:09 • 2min
AMD's Ecosystem and Competitive Strategies
18:42 • 15min