Company

AMD

Semiconductor company designing CPUs and GPUs for PCs, servers, and AI workloads, competing with Intel and Nvidia

Semiconductors

People

News

Interviews (2)

SemiAnalysis's Doug O'Laughlin: OpenAI is making itself too big to fail by locking in every chip and hyperscaler partner

Dylan Patel breaks down OpenAI's compute ceiling, China's robotics dominance, and AMD's uphill battle

News (4)

Lisa Su's AMD nearly quadrupled in value to $335B since 2022 AI pivot, now challenging Nvidia

OpenAI's chip partnership blitz: NVIDIA cosigns loans, AMD deal announced as Sam Altman plays the supply chain

OpenAI signs multibillion-dollar AMD chip deal worth up to ~$300B with 10% equity warrants

AMD enters 'wartime mode' with developer-first pivot to challenge Nvidia's CUDA dominance