AI giveth and AI taketh CPU
Recorded on the floor of HumanX, Ryan is joined by AMD CTO Mark Papermaster to discuss AMD’s silicon strategy for AI borne of their long history of heterogeneous CPU/GPU computing, how chipmakers are dealing the wide range of AI workloads from training to inference, and the paradox of agents both eating up all the compute and helping AMD accelerate chip innovation.
Episode notes:
Want to learn more about the topics Mark and Ryan discussed in this episode? Check out the AMD Advanced Insights podcast, a monthly show hosted by Mark.
Connect with Mark on LinkedIn.
TRANSCRIPT
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Competition makes for better chip design with AMD CTO Mark Papermaster
Compute is the fuel for the AI revolution, and customers want more chip vendors. AMD CTO Mark Papermaster joins Sarah and Elad on No Priors to discuss AMD’s strategy, their newest GPUs, where inference workloads will live, the chip software stack, how they are thinking about supply chain issues, and what we can expect from AMD in 2024.
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Show Notes:
(0:00) Introduction and Mark’s background
(2:35) AMD background and current markets
(4:40) AMD shifting to AI space
(8:54) AI applications coming out of AMD
(10:57) Software investment
(15:15) The benefits of open-source stacks
(16:58) Evolving GPU market
(20:21) Constraints on GPU production
(24:11) Innovations in chip technology
(27:57) Chip supply chain
(30:18) Future of innovative hardware products
(35:42) What’s next for AMD