Breaking Analysis with Dave Vellante

AMD's Next Reinvention — A New Playbook for the AI Era

SiliconANGLE Season 1 Episode 320

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0:00 | 28:23

AMD's first reinvention rebuilt the company. It was frankly about survival. Its next reinvention must redefine it.

The company's resurgence over the past decade came from doing what many thought was impossible: rebuilding its CPU franchise, taking meaningful share from Intel, and restoring credibility through disciplined execution.

But in our view, AMD's next chapter is fundamentally different.