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  • S_x96x_S

    addikt

    An Interview with AMD CEO Lisa Su About Solving Hard Problems
    https://stratechery.com/2024/an-interview-with-amd-ceo-lisa-su-about-solving-hard-problems/
    ( Lessons From IBM | The AMD Turnaround | AI | Competing With Nvidia )

    sok sok diplomatikus válasz ..

    Q:Is there ever a world where AMD fabs with Intel?
    LS: I would say that we’re very happy with our manufacturing relationships right now.

    Q:It does occur to me, Intel, AMD — it’s one of the greatest rivalries in the history of technology from basically the very beginning. Is there a bit though where when you step back, you want to step back in these conversations, there is a bit where you are in it together, because the real enemy is Arm?
    LS: You make it sound like Arm is an enemy, I don’t consider ARM an enemy, so let me start with that. We use Arm all over our product portfolio. I consider the fact that we think x86 is a phenomenal architecture, and the capabilities are there, but please don’t think of AMD as an x86 company, we are a computing company, and we will use the right compute engine for the right workload.
    As it relates to how I think about — if you look at the semiconductor industry today, there are places where we compete, and then there are places where we partner. So on your Intel point, we do compete in certain areas, but we also partner in certain areas. Intel is part of the UALink Consortium, they’re part of the Ultra Ethernet Consortium.

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