48. Mark Papermaster, CTO and EVP at AMD
AMD’s Mark Papermaster, CTO and EVP, talked with me about his background, AMD’s history, and how the company came to position itself as a “bankable supplier” with one of the most diverse semiconductor portfolios for the age of AI: CPUs, GPUs, FPGAs, accelerators, custom development, and with rack-scale systems with the pending acquisition of ZT Systems. A focus on performance and open-ness are AMD’s guiding lights. Needless to say, we discussed DeepSeek AI, too. Note the “skip to” audio time stamps below. You can read the related article here in 3 minutes. Host: Ali Tabibian of GTK Partners. On some podcast players you can click to jump to the timestamps below. (0:00) Introduction to AMD (7:23) Mark’s background and lessons from the iPhone and iPod (15:10) The whole banana, or a comprehensive solution suite (23:32) DeepSeek AI and the benefit of constraints (27:37) Software and an open approach (32:30) Balancing investing in innovation and margins
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