SED News: AMD's Big OpenAI Deal, Intel's Struggles, and Apple's AI Long Game

SED News: AMD’s Big OpenAI Deal, Intel’s Struggles, and Apple’s AI Long Game

2 Min Read

SED News is a monthly podcast from Software Engineering Daily, hosted by Gregor Vand and Sean Falconer, highlighting significant stories in software engineering, Silicon Valley, and the tech industry.

This episode discusses the $1.7B acquisition of Security AI, LangChain’s significant valuation, and the unexpected $300M funding round for Periodic Labs. They analyze the major AWS outage, Apple’s unique reconsideration of its glass UI design, and the developing network of trillion-dollar AI infrastructure deals around OpenAI.

Gregor and Sean then explore the chipmaking sector, detailing Intel’s fight for survival, AMD’s new partnership and 10% investment from OpenAI, Apple’s strategic move towards on-device AI with its M5 chips, and NVIDIA’s efforts to uphold its market leadership amid rising custom-chip competition.

Additionally, they spotlight notable Hacker News threads, such as developers rediscovering the versatility of curl and a hacker’s ingenious dismantling of Kindle’s DRM protections.

Gregor Vand is a security-focused technologist, with experience as a CTO in cybersecurity, cyber insurance, and general software engineering sectors. Based in Singapore, he can be contacted via his profile at vand.hk or on LinkedIn.

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