AI Startups
AMD calls its shot, but the real race is engineering velocity
At AMD’s Advancing AI event, Lisa Su called her shot – just like Babe Ruth. The question now is whether AMD has built the engineering machine to hit it. Last week, we argued that AMD’s next reinvention did not require it to beat Nvidia. Rather, we said, the company needed to beco...
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AMD's challenge isn't just matching Nvidia, but demonstrating sustained engineering velocity to become a viable alternative in the AI hardware race. Success hinges on their ability to innovate and deliver rapidly in a fiercely competitive market.
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