No Priors Ep. 53 | With AMD CTO Mark Papermaster

Compute is the fuel for the AI revolution, and customers want more chip vendors. AMD CTO Mark Papermaster joins Sarah and Elad on No Priors to discuss AMD’s strategy, their newest GPUs, where inference workloads will live, the chip software stack, how they are thinking about supply chain issues, and what we can expect from AMD in 2024. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil Show Notes: 0:00 Introduction and Mark’s background 2:35 AMD background and current markets 4:40 AMD shifting to AI space 8:54 AI applications coming out of AMD 10:57 Software investment 15:15 The benefits of open-source stacks 16:58 Evolving GPU market 20:21 Constraints on GPU production 24:11 Innovations in chip technology 27:57 Chip supply chain 30:18 Future of innovative hardware products 35:42 What’s next for AMD