Keith Strier gives his take on the GPU divide, his move from NVIDIA to AMD and what it means for AI. He breaks down sovereign AI, CUDA’s role and why having more than one vendor matters.

02:10 – Quitting 17-yr consulting for NVIDIA
04:55 – NVIDIA culture shock: flat & fast
07:32 – EY’s first AI practice (2016)
10:08 – Estonia & Malta AI strategies
12:56 – Launching NVIDIA’s “AI Nations”
14:30 – ChatGPT hits; Jensen pivots
17:05 – GPU land-grab by governments
19:40 – Real bottleneck: data centers
23:55 – Move to AMD to scale AI infra

#BeyondCUDA #AIInfrastructure #AMD

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