Semiconductors went from VC-shunned to multi-trillion dollar sector in two decades
“Jensen is a 5.3 trillion market cap company. And then Broadcom and TSMC is 2 trillion market cap company.”
CEO · AMD
AMD CEO, major AI hardware competitor to NVIDIA — single variant to avoid false positives on Su
2 tracked signals
Semiconductors went from VC-shunned to multi-trillion dollar sector in two decades
“Jensen is a 5.3 trillion market cap company. And then Broadcom and TSMC is 2 trillion market cap company.”
AMD acquires Taalas, signaling Lisa Su's conviction in custom ASICs for AI inference