# Episode 89: Advancing AI, thoughts on AMD's Event, Nvidia, and Chain of Reasoning AI

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2024-10-14
- Length: 45m
- Episode: 89
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2024-10-14-episode-89-advancing-ai-thoughts-on-amds-event-nvidia-and-chain-of-reasoning-ai
- Listen: https://share.transistor.fm/s/68ecbcdf

## Summary

Ben Bajarin and Jay Goldberg discuss AMD's recent AI event, highlighting the launch of the MI325X accelerator and the strategic shift toward vertical integration in AI systems, where vendors like AMD and NVIDIA provide complete rack solutions. They analyze the competitive landscape, noting AMD's progress against NVIDIA's Blackwell and the growing importance of CPU performance in AI workloads due to 'agentic' or 'chain of reasoning' models. The hosts also explore the implications for hyperscalers, who are increasingly designing their own silicon (like Google's Axion and Amazon's Graviton) to optimize total cost of ownership, and touch on the scaling challenges and sensor costs in autonomous vehicle technology from Tesla and Waymo.

## Chapters

- [0:06](https://hardwarepodcasts.com/podcast/the-circuit/2024-10-14-episode-89-advancing-ai-thoughts-on-amds-event-nvidia-and-chain-of-reasoning-ai#t=6) Introduction: The Circuit hosts and AMD/NVIDIA events
- [0:21](https://hardwarepodcasts.com/podcast/the-circuit/2024-10-14-episode-89-advancing-ai-thoughts-on-amds-event-nvidia-and-chain-of-reasoning-ai#t=21) AMD MI325X Launch and CPU Architecture Critique
- [4:16](https://hardwarepodcasts.com/podcast/the-circuit/2024-10-14-episode-89-advancing-ai-thoughts-on-amds-event-nvidia-and-chain-of-reasoning-ai#t=256) AMD vs. NVIDIA: MI325X, Blackwell, and Vertical Integration
- [9:04](https://hardwarepodcasts.com/podcast/the-circuit/2024-10-14-episode-89-advancing-ai-thoughts-on-amds-event-nvidia-and-chain-of-reasoning-ai#t=544) The Rise of Vertical Integration: Racks, Networking, and Systems
- [12:21](https://hardwarepodcasts.com/podcast/the-circuit/2024-10-14-episode-89-advancing-ai-thoughts-on-amds-event-nvidia-and-chain-of-reasoning-ai#t=741) Hyperscaler Silicon: Graviton, Axion, and CPU Importance
- [17:09](https://hardwarepodcasts.com/podcast/the-circuit/2024-10-14-episode-89-advancing-ai-thoughts-on-amds-event-nvidia-and-chain-of-reasoning-ai#t=1029) Total Cost of Ownership and Platform Analysis for Cloud Providers
- [21:40](https://hardwarepodcasts.com/podcast/the-circuit/2024-10-14-episode-89-advancing-ai-thoughts-on-amds-event-nvidia-and-chain-of-reasoning-ai#t=1300) AMD Stock Reaction and Market Expectations
- [24:58](https://hardwarepodcasts.com/podcast/the-circuit/2024-10-14-episode-89-advancing-ai-thoughts-on-amds-event-nvidia-and-chain-of-reasoning-ai#t=1498) Agentic AI, Chain of Reasoning, and Compute Implications
- [32:38](https://hardwarepodcasts.com/podcast/the-circuit/2024-10-14-episode-89-advancing-ai-thoughts-on-amds-event-nvidia-and-chain-of-reasoning-ai#t=1958) Autonomous Vehicles: Tesla, Waymo, and Sensor Costs
- [40:40](https://hardwarepodcasts.com/podcast/the-circuit/2024-10-14-episode-89-advancing-ai-thoughts-on-amds-event-nvidia-and-chain-of-reasoning-ai#t=2440) Conclusion: Autonomous Driving User Experience

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [Energy & climate tech](https://hardwarepodcasts.com/topic/energy-and-climate-tech)
- [Scaling production](https://hardwarepodcasts.com/topic/scaling-production)

## Most relevant to

large enterprises

## Mentioned

- AMD (company)
- NVIDIA (company)
- MI325X (product)
- Blackwell (product)
- H100 (product)
- H200 (product)
- ZT Systems (company)
- Pensando (company)
- Silo AI (company)
- Intel (company)
- Grace CPU (product)
- Google (company)
- Axion (product)
- Amazon (company)
- Graviton (product)
- Tesla (company)
- Waymo (company)
- FSD (product)
- LiDAR (product)

## Related episodes from other shows

- [AMD's MI300 and the Future of Accelerated Compute](https://hardwarepodcasts.com/podcast/oxide-and-friends/2023-12-12-amds-mi300-and-the-future-of-accelerated-compute) (Oxide and Friends)
- [Predictions 2025](https://hardwarepodcasts.com/podcast/oxide-and-friends/2025-01-10-predictions-2025) (Oxide and Friends)
- [AI NEWS | Episode 31](https://hardwarepodcasts.com/podcast/built-2-scale/2025-12-03-ai-news-episode-31) (Built 2 Scale)
- [NVIDIA's Trojan horse, Yann LeCun Timebomb, 8 Sleep Mega Raise and the Physical AI Boom](https://hardwarepodcasts.com/podcast/built-2-scale/2025-08-22-nvidias-trojan-horse-yann-lecun-timebomb-8-sleep-mega-raise-and-the-physical-ai) (Built 2 Scale)
- [Whither Semiconductors? The Wheels on the Bus Go ‘Round and ‘Round](https://hardwarepodcasts.com/podcast/ee-times-current/2021-07-16-whither-semiconductors-the-wheels-on-the-bus-go-round-and-round) (EE Times Current)

## Citing this page

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