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AMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | Diet TBPN

aired Jul 24, 2026 · 24.0m
Signal
76.9/ 100
High signal
confidence 0.99
Orig50.6
Actn91.0
Dens100.0
Dpth100.0
Clty52.8
Summary

Thank you to the AMD team for having us here at AMD Advancing AI.

Why listen

It goes beyond the title with direct discussion of it's, like, yeah, including: We're on the road at SF today, but let's take you through a little bit of the news of what AMD's announcing, what's happening today.

Key takeaways
  1. 01Advancing AI is AMD's biggest AI event of the year, where it reveals new chips, software partnerships, and how it plans to compete with NVIDIA, according to Jackson Fordyce in the
  2. 02So a new partnership with the Frontier Lab, AMD, and Anthropic are partnering to deploy up to 2 gigawatts of AMD Instinct MI450s
  3. 03And on stage, just a little bit ago, they were talking about how Anthropic's own models are effectively speeding up their ability
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