From Chip Maker to Systems Player

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They seeded the ecosystem, built the pillars, and transformed overnight. Now they're positioning as the essential second source in AI—and that's the real play. Save this for your next infrastructure strategy.

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AMD’s Transformation: Becoming the Essential Second Player to NVIDIA

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Statuscompleted

CreatedJul 23, 2026

Transcript

91 words

And they seeded the ecosystem with software like Rockum, and they put those pillars together. And now to answer your question, They are now in the systems business. They're no longer in just the chips business. And it's a complete transformation and a reinvention. And my premise, John, is that they don't have to take out NVIDIA. They just have to become the essential second player, the second source in this AI wave. Yeah, the mainstream, Mark, we're lucky with theCUBE and SiliconANGLE Media and theCUBE Research to see things early.

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