EP. 178 · 06.10.2025 · 24:18
COMPETING WITH NVIDIA AND INTEL
with Lisa Su
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EPISODE BRIEF — EP. 178 · COMPETING WITH NVIDIA AND INTEL Guest: Lisa Su · Published: 06.10.2025 · Duration: 24:18 【OVERVIEW】 A compact interview on market structure: where AMD can win, why a single-vendor AI market is unhealthy, and how geopolitics now shapes every roadmap decision in the industry. 【KEY TAKEAWAYS】 1. The state of the AI chip market 2. Where AMD can win 3. Geopolitics and fabs 4. The next product cycle 【CHAPTERS】 00:00 — The state of the AI chip market 07:00 — Where AMD can win 14:00 — Geopolitics and fabs 19:00 — The next product cycle 【TOPICS】Competition · Nvidia · Intel · AI Chips · Industry 【WATCH】https://thedaopod.com/episodes/ep-178-lisa-su-competition-with-nvidia-and-intel
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THE CONVERSATION
A compact interview on market structure: where AMD can win, why a single-vendor AI market is unhealthy, and how geopolitics now shapes every roadmap decision in the industry.
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EP. 178 · COMPETING WITH NVIDIA AND INTEL
A compact interview on market structure: where AMD can win, why a single-vendor AI market is unhealthy, and how geopolitics now shapes every roadmap decision in the industry.
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CHAPTERS
TIMELINE
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GUESTS
ON THE ROUNDTABLE
Chair & CEO, AMD
Chair and chief executive of AMD, steering the company's challenge to Nvidia in AI accelerators.
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FULL TRANSCRIPT
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0:00 · The state of the AI chip market
Key Moments
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