AMD’s Lisa Su is Staring Down Nvidia and Talk of an AI Bubble - WSJkept by eddie • nov 22, 25After pivoting to focus entirely on AI in 2022, AMD CEO Lisa Su has quadrupled the company's market value, positioning it as a strong second-place rival to Nvidia in the AI chip market.AboutAdvanced Micro Devices · Intel · Nvidia · Lisa SuFiled#ai#business-strategy#competition#hardware#semiconductorsRelatedHow Elon Musk Plans to Bypass the ASML Bottleneck to Build TERAFABMusk's TERAFAB plan bypasses ASML's EUV bottleneck by using Intel GaN chiplets on mature nodes and advanced 3D packaging to achieve 1 TWh compute capacity.also on #semiconductors, IntelAI Has Made Memory Chips One of the World’s Most Profitable Products - WSJRiding the AI infrastructure boom, memory-chip makers Samsung, SK Hynix, and Micron are posting record profits, making memory one of the world's most profitable products.also on #semiconductors, Nvidia, #hardware, #business-strategy, #aiAmazon CEO takes aim at Nvidia, Intel, Starlink, more in annual shareholder letterAmazon CEO Andy Jassy's shareholder letter defends $200B capex by touting custom AI chips and satellite internet, while challenging Nvidia, Intel, and Starlink.also on Intel, Nvidia, #competition, #hardware, #business-strategy, #aiNvidia Has a Plan to Put Its Chips in Personal ComputersNvidia aims to bring AI agents to PCs, competing with Intel and Apple by putting its chips in laptops and desktops.also on Intel, Nvidia, #competition, #hardware, #aiOpenAI unveils its first custom chip, built by BroadcomOpenAI unveiled its first custom inference chip, Jalapeño, designed with Broadcom and assisted by OpenAI's own models, claiming better performance-per-watt.also on Nvidia, #competition, #hardware, #business-strategy, #ai
AMD’s Lisa Su is Staring Down Nvidia and Talk of an AI Bubble - WSJ