Joanne Feeney
speaker
259 appearances
6 recordings
2 series
first heard Nov 2025
last heard 8 Sep
Joanne Feeney’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Sep 2026 with 1.
Appearances
So we shouldn't dismiss that acceleration that we saw there, that success that they're continuing to deliver in terms of share gains there.
Obviously, a lot of investors are still focused pretty much on the AI opportunity.
And what's interesting there is that they've just gotten started.
They've only now developed solutions for those accelerators that meet the quality for inference, for example, potentially for training that NVIDIA has.
In the past, when we've seen AMD leapfrog Intel back in the old days, they gained an enormous amount of share.
We saw that again this time around.
Now they have a new opportunity to gain share in the AI accelerator.
We're not seeing them gain share except for just a little bit as they get started today.
But I think that's something we can look forward to.
It still is, Ed.
We're still seeing the pie expand or the tide rise, whatever analogy you want.
But what AMD has that NVIDIA doesn't have is an opportunity to take a greater share of that pie as it grows.
And so I expect we're going to see both companies continue to grow very strongly over time.
We own both of those for clients.
I own both of them personally.
Because I think this is an opportunity in AI that is just beginning.
I think we have many years ahead.
And what we're seeing also in those results from AMD and elsewhere is that enterprises, sovereigns are looking to deploy AI.
And that's what's helping to continue to grow that pot.
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