AMD calls its shot, but the real race is engineering velocity
At AMD's Advancing AI event, Lisa Su called her shot - just like Babe Ruth. The question now is whether AMD has built the engineering machine to hit it. Last week, we argued that AMD's next reinvention did not require it to beat Nvidia.
Key Takeaways
- SiliconANGLE UPDATED 22:17 EDT / JULY 27 2026 AI AMD calls its shot, but the real race is engineering velocity BREAKING ANALYSIS by Dave Vellante At AMD's Advancing AI event, Lisa Su called her shot - just like Babe Ruth.
Rather, we said, the company needed to become the indispensable second platform in a rapidly expanding AI infrastructure market.
- We initially framed the debate that way ourselves.
- It only had to become the indispensable second AI platform in a huge market growing fast enough to support more than one major winner.
At Advancing AI, Lisa Su effectively raised the ambition well beyond our initial thinking.
- Their work argues that AMD's software progress is real - but that the limiting factor is increasingly not engineering talent.
- Nvidia pursues it through Extreme Co-Design , which is a tightly integrated engineering system with deep control (by Nvidia) across silicon, software, networking and systems.
SiliconANGLE UPDATED 22:17 EDT / JULY 27 2026 AI AMD calls its shot, but the real race is engineering velocity BREAKING ANALYSIS by Dave Vellante At AMD's Advancing AI event, Lisa Su called her shot - just like Babe Ruth. The question now is whether AMD has built the engineering machine to hit it. Last week, we argued that AMD's next reinvention did not require it to beat Nvidia.
Rather, we said, the company needed to become the indispensable second platform in a rapidly expanding AI infrastructure market. But at Advancing AI, Lisa Su raised the stakes considerably. AMD didn't present its new products like Venice, Instinct MI455X, Helios and ROCm as "respectable alternatives.
" It claimed outright leadership across CPUs, GPUs, rack-scale performance, memory capacity, network bandwidth and tokens per dollar. And it extended the argument across enterprise AI, robotics, ultra-low-latency inference and a rapidly expanding partner ecosystem. The obvious narrative coming out of the event is whether AMD's model of Open Co-Innovation can match Nvidia's Extreme Co-Design.
For more details please read the original article at SiliconANGLE AI.
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