Company
AMD
Semiconductor company designing CPUs and GPUs for PCs, servers, and AI workloads, competing with Intel and Nvidia
Semiconductors
News
Interviews (4)
SemiAnalysis' Doug O'Laughlin: Cerebras has a narrow path, Groq fits NVIDIA's GV200 rack, and TSMC is the AI buildout kingmaker
14 May 2026
AMD's AI software VP on how agentic loops are supercharging chip performance and eroding Nvidia's moat
27 Apr 2026
SemiAnalysis's Doug O'Laughlin: OpenAI is making itself too big to fail by locking in every chip and hyperscaler partner
6 Oct 2025
Dylan Patel breaks down OpenAI's compute ceiling, China's robotics dominance, and AMD's uphill battle
6 Jun 2025
News (4)
Lisa Su's AMD nearly quadrupled in value to $335B since 2022 AI pivot, now challenging Nvidia
21 Nov 2025
OpenAI's chip partnership blitz: NVIDIA cosigns loans, AMD deal announced as Sam Altman plays the supply chain
21 Oct 2025
OpenAI signs multibillion-dollar AMD chip deal worth up to ~$300B with 10% equity warrants
6 Oct 2025
AMD enters 'wartime mode' with developer-first pivot to challenge Nvidia's CUDA dominance
24 Apr 2025