On theCUBE Pod: AMD nips at Nvidia's heels, and IBM undergoes quiet transformation
The artificial intelligence competition is no longer between large language models, but rather between AI systems. has shifted from being primarily a chip business to a secondary player in the race to build a system of intelligence. At the company's annual event last week, industry experts focused on the larger picture: [...
Key Takeaways
- On the latest episode of theCUBE Pod, John Furrier and Dave Vellante discuss takeaways from AMD Advancing AI and the shift from models to AI systems.
UPDATED 13:11 EDT / JULY 27 2026 AI On theCUBE Pod: AMD nips at Nvidia's heels, and IBM undergoes quiet transformation by Devony Hof The artificial intelligence competition is no longer between large language models, but rather between AI systems.
- The episode also featured a recent analysis with Furrier and Dave Vellante , chief analyst for theCUBE Research, at the AMD Advancing AI event .
The industry shifts toward AI systems The consensus at AMD's event was that AI is becoming the infrastructure of enterprise computing, with central processing units, graphics processing units and software agents forming one integrated system.
- " AMD has the potential to become even more valuable than it is now , Vellante believes.
The explosion of inference could open up new opportunities for the chip company, which has more pieces of the technology stack than any of the LLM vendors.
- Both firms are building rack-scale AI systems that combine software and silicon, enabling users to interact with a system of intelligence.
"The battle between AMD and Nvidia isn't just about silicon anymore," Furrier said.
- "It needs to be, and I think it's positioning itself, as an essential second choice in AI infrastructure.
Stats & Key Facts
- #UPDATED 13:11 EDT / JULY 27 2026 AI On theCUBE Pod: AMD nips at Nvidia's heels, and IBM undergoes quiet transformation by Devony Hof The artificial intelligence competition is no longer between large language models, but rather between AI systems.
On the latest episode of theCUBE Pod, John Furrier and Dave Vellante discuss takeaways from AMD Advancing AI and the shift from models to AI systems. UPDATED 13:11 EDT / JULY 27 2026 AI On theCUBE Pod: AMD nips at Nvidia's heels, and IBM undergoes quiet transformation by Devony Hof The artificial intelligence competition is no longer between large language models, but rather between AI systems. has shifted from being primarily a chip business to a secondary player in the race to build a system of intelligence.
At the company's annual event last week , industry experts focused on the larger picture: How does the enterprise world prepare for the next era of computing? "After spending this week at AMD Advancing AI , it's clear the big takeaway was that this isn't about a new chip or a benchmark," said John Furrier (pictured, left), executive analyst for theCUBE Research. "It's about a shift in how the industry is thinking about AI.
For the past few years, people have talked about who's got the fastest GPU. The question that came out of San Francisco this week with AMD is who can build the best AI system? " On the latest episode of theCUBE Pod , Furrier discussed new developments from AMD and why Wall Street failed to predict IBM's strategy in the AI market.
For more details please read the original article at SiliconANGLE AI.
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