David Gurra
speaker
2,056 appearances
266 recordings
8 series
first heard May 2025
last heard 5 Jun
David Gurra’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 265 in all, peaking in Feb 2026 with 132.
Appearances
It's very similar to what AMD did with OpenAI.
There are operational and financial milestones in both directions in order for Meta to potentially become a very big shareholder of AMD.
Could you explain that, Ian?
It was really interesting to read through the materials in our reporting, Riley.
AMD has played this card before.
The emphasis is on inference.
So MI450 generation of accelerator, the engineering teams will work together.
But the inference part, is there anything unique about this different to what Meta is doing with NVIDIA?
Because we had a very similar deal very recently.
And how much does this show that there is anxiety, that companies are diversifying, looking at AMD, looking at their own in-house chips?
Or actually, does it still not concern, Nvidia is still dominant?
And Riley, the conversation is nuanced when it comes to capital expenditure.
Many would say, yes, a lot of it is about the chips.
It is about the data centers, but it's also about the power.
Can we understand really how much Metra is having to focus in on where they can spend on GPUs or their own homegrown chips and where they do it globally as well?
It's probably time for a bit of a reality check-in, and I'm hoping that you'll provide it for us.
Like, in any given quarter right now, AMD is going to do $10 billion of revenue, all told, every single segment.
NVIDIA's data center business is at more than $50 billion a quarter.
Yes, that includes networking, but they're now one and the same, right?
You can't have chips without the other.
Showing 1241–1260 of 2,056 · page 63 of 103
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