Earlier this year, OpenAI and chip-designer Advanced Micro Devices, or AMD, announced <a href="https://www.wsj.com/tech/ai/openai-amd-deal-ai-chips-ed92cc42?gaa_at=eafs&gaa_n=AWEtsqdlNwLbans4UWIK9yD3_MDcjFI0aZdXuA52qTwyCZWieZtj-9MzWxhh9Hr3lJQ%3D&gaa_ts=693871d3&gaa_sig=E1Z_zgVDg66Ov3icmtYZEdbZKG-BIzM_zJECHrKHpX1B_jRg5VKtHyxbKrKCW4oXlpohjcxRZE1yCVCuhJvq1w%3D%3D?mod=WSJ_TJPOD">a multibillion-dollar partnership to collaborate on AI data centers that will run on AMD processors</a>, one of the most direct challenges yet to industry leader Nvidia. WSJ’s <a href="https://www.wsj.com/news/author/robbie-whelan?mod=WSJ_TJPOD">Robbie Whelan</a> spoke to the <a href="https://www.wsj.com/tech/ai/amd-ceo-lisa-su-ai-5afadf0b?gaa_at=eafs&gaa_n=AWEtsqeYvkvj5SfQBWkC-2_EnIyn5lX2vAEwsXoAu25K3PhlJMC46cxDexRNSkPO4dk%3D&gaa_ts=6931e4d0&gaa_sig=23tpa8K41AX2QnlzE8CYhgs_9wvJr3m6cvtwmO3vW985jQ2uKWDOEIIzo6Pi4FLPTyUbAVH_325XoZAAY6ieSA%3D%3D?mod=WSJ_TJPOD">CEO of AMD Lisa Su</a> about the deal, her company and the prospect of an AI bubble. <a href="https://www.wsj.com/news/author/ryan-knutson?gaa_at=eafs&gaa_n=AWEtsqex1OYVgbtBhk9BXwQ0XgkFsEaXowLBQIcyT4nvM6iurKDjwr0uKevuqgO4djY%3D&gaa_ts=6938864d&gaa_sig=jKOcvhtq6siLaDMadIdHQ-BWgMBrwy98WJjMUebCFGHQa4cIz2ZPht1HF2s857XCS8HvRUmUcIfWP1dM07d80g%3D%3D?mod=WSJ_TJPOD">Ryan Knutson</a> hosts. 

Further Listening:

- <a href="https://open.spotify.com/episode/52GXMhO4A8SuQhl5AYQqO4?si=6fee1a16478d4657">CoreWeave, the Company Riding the AI Boom</a>
- <a href="https://open.spotify.com/episode/4uxRFzvPbnXqGxaAl1QcTy?si=3da624b1e98b406b">Is the AI Boom… a Bubble?</a>
- <a href="https://open.spotify.com/episode/5TyfhJMbr3h6dXvYpjEDsq?si=a5878f262eca4fca">The Unraveling of OpenAI and Microsoft's Bromance</a>


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