EP. 180 · 19.04.2026 · 48:36
THE GPU SHORTAGE AND THE AI REVOLUTION
with Lisa Su
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EPISODE BRIEF — EP. 180 · THE GPU SHORTAGE AND THE AI REVOLUTION Guest: Lisa Su · Published: 19.04.2026 · Duration: 48:36 【OVERVIEW】 A direct conversation about scarcity: why accelerators remain constrained, how AMD is closing the software gap against CUDA, and what customers actually need before they switch silicon. 【KEY TAKEAWAYS】 1. Why GPUs are still scarce 2. ROCm and the software problem 3. Competing with Nvidia 4. What comes after the training boom 【CHAPTERS】 00:00 — Why GPUs are still scarce 14:00 — ROCm and the software problem 30:00 — Competing with Nvidia 42:00 — What comes after the training boom 【TOPICS】GPU · Nvidia · Software Stack · AI Infrastructure · AMD 【WATCH】https://thedaopod.com/episodes/ep-180-lisa-su-gpu-shortage-and-the-ai-revolution
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THE CONVERSATION
A direct conversation about scarcity: why accelerators remain constrained, how AMD is closing the software gap against CUDA, and what customers actually need before they switch silicon.
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EP. 180 · THE GPU SHORTAGE AND THE AI REVOLUTION
A direct conversation about scarcity: why accelerators remain constrained, how AMD is closing the software gap against CUDA, and what customers actually need before they switch silicon.
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Chair & CEO, AMD
Leads AMD's data center and AI accelerator business, including the Instinct MI series and the ROCm software stack.
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0:00 · Why GPUs are still scarce
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