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

Sarah GuohostMark PapermasterguestElad Gilhost

Feb 29, 202439mWatch on YouTube ↗

EPISODE INFO

Released: February 29, 2024
Duration: 39m
Channel: No Priors
Watch on YouTube: ▶ Open ↗

EPISODE DESCRIPTION

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

SPEAKERS

Sarah Guo
host
Mark Papermaster
guest
Elad Gil
host

EPISODE SUMMARY

In this episode of No Priors, featuring Sarah Guo and Mark Papermaster, No Priors Ep. 53 | With AMD CTO Mark Papermaster explores aMD CTO Reveals Strategy Powering Next-Generation AI Chips and Computing AMD CTO Mark Papermaster discusses AMD’s decade-long transformation from a struggling PC-focused company into a central player in high-performance computing and AI. He explains how AMD built a competitive CPU and GPU portfolio, culminating in the MI300 accelerator for large-scale AI training and inference. The conversation covers open-source software strategy, supply-chain and packaging constraints, energy efficiency, and the impact of Moore’s Law slowing. Papermaster also outlines how AI will increasingly span cloud, edge, and end-user devices, making 2024 a major deployment year for AMD’s AI-enabled portfolio.

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