In this deep-dive episode, we explore AMD's ($AMD) remarkable transformation under CEO Dr. Lisa Su, from semiconductor underdog to a driving force in artificial intelligence and high-performance computing.
Discover how AMD has scaled its AI accelerator business from zero to over $5 billion in just one year, while capturing 34% of the lucrative server CPU market. We analyze the company's comprehensive strategy spanning silicon innovation, software development, and systems integration, anchored by major customer wins including Microsoft and Meta. Learn why AMD's recent launch of the Turin processor family and pending acquisition of ZT Systems could position the company to capture a significant share of the AI accelerator market - projected to reach a staggering $500 billion by 2028.
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