The Silicon, Software, and Systems
AMD’s latest acquisition is about building out an ecosystem and doing what it can to offer customers more in the AI race.
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Show Notes
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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