What Does AMD + ZT Systems Mean? (with Jack Gold)

The neXt Curve reThink Podcast

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AMD recently announced their intent to acquire ZT Systems, a data center systems integrator and ODM based in Secaucus, NJ for $4.9 billion. On the surface, the deal looks like a curious one. Jack Gold, Principal Analyst at J.Gold Associates and tech industry colleague recently posted his thoughts on the nature, the benefits, and the implications of the acquisition. In many ways, this is a move that AMD was not likely to make but it may prove essential in upping their GenAI supercomputing game in their race against NVIDIA.
Jack and I cover the following agenda:

🎱 A little about the AMD + ZT Systems deal (3:13)
🎱 What does it mean for AMD and their play to compete with Nvidia? (9:39)
🎱 How will it impact Intel and others in the GenAI supercomputing race? (16:19)
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Check out Jack and his research at J.Gold Associates at www.jgoldassociates.com.
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1. What Does AMD + ZT Systems Mean? (with Jack Gold) (00:00:00)

2. A little about the AMD + ZT Systems deal (00:03:13)

3. What does it mean for AMD and their play to compete with Nvidia? (00:09:39)

4. How will it impact Intel and others in the GenAI supercomputing race? (00:16:19)