On theCUBE Pod: AMD nips at Nvidia’s heels, and IBM undergoes quiet transformation
The artificial intelligence competition is no longer between large language models, but rather between AI systems.
Advanced Micro Devices Inc. has shifted from being primarily a chip business to a secondary player in the race to build a system of intelligence. At the company’s annual event last week, industry experts focused on the larger picture: How does the enterprise world prepare for the next era of computing?
“After spending this week at AMD Advancing AI, it’s clear the big takeaway was that this isn’t about a new chip or a benchmark,” said John Furrier (pictured, left), executive analyst for theCUBE Research. “It’s about a shift in how the industry is thinking about AI. For the past few years, people have talked about who’s got the fastest GPU. That’s the wrong question. The question that came out of San Francisco this week with AMD is who can build the best AI system?”
On the latest episode of theCUBE Pod, Furrier discussed new developments from AMD and why Wall Street failed to predict IBM’s strategy in the AI market. The episode also featured a recent analysis with Furrier and Dave Vellante, chief analyst for theCUBE Research, at the AMD Advancing AI event.
