Semiconductor Industry

concepts · 3 notes linked

Related: Amd · Altera · Intel · Silver Lake · Fpga · Edge AI · Lisa Su · Nvidia

Notes

• AMD CEO Lisa Su on AI and Nvidia: "I'm not a believer in moats — Lisa Su interview on AMD competing with Nvidia in AI chip market
• Altera CEO Sees 'Huge Opportunity' To 'Grab Share' From AMD After Intel-Silver Lake Sale — Altera FPGA spinoff from Intel pursues AMD Xilinx share under Silver Lake ownership
• What the departing White House chief tech advisor has to say on AI — Biden OSTP director reflects on AI policy, risks, and future under Trump