Interview, Explained

In-depth breakdowns of tech interviews — section-by-section analysis with diagrams, quotes, and insights.

~14 min

Yahoo Finance·2026-07-24

Lisa Su on Why Inference Is AI's Real Inflection Point

Lisa Su· Chair and CEO of AMD

AMD's Lisa Su argues AI has crossed from training to inference — the everyday running of models — and that meeting accelerating demand will require abundant compute, open ecosystems, and capacity committed 12 to 24 months ahead.

AI InfrastructureInferenceAgentsBusiness Strategy

~18 min

CNBC·2026-07-20

AMD's Helios Bets the AI Market Is Too Big to Be Nvidia's Alone

Forrest Norrod & Vamsi Boppana· Data center and AI leaders at AMD

AMD unveils Helios, its first rack-scale AI system, as an open, full-stack challenge to Nvidia, betting that a market Nvidia controls more than 95% of is expanding fast enough for a real second source to win.

GPUAI InfrastructureInferenceBusiness Strategy