The next era of technology is being built through collaboration and sharing bold ideas. AMD Chair and CEO Dr. @LisaSu will join industry leaders at @TomorrowXSummit on November 17–18 at the Moody Center in Austin, Texas.

Welcome to America’s GOLDEN AGE OF SCIENCE. @mkratsios47, Sergey Brin, @JensenHuang, John Martinis, @MichaelDell, @LisaSu, @satyanadella, @elonmusk, Patrick Collison, @NASAAdmin, & @SecretaryWright break down the Trump Admin’s push to accelerate science & innovation. 🇺🇸🚀

$AMD is buying @theworldlabs for ~$8.2B in stock, and Fei-Fei Li (@drfeifei) will join as EVP and chief scientist reporting to @LisaSu. I called Fei-Fei a great hire for Google Cloud back in 2017. Same here. This wasn't out of the blue, either. Lisa had her on stage at CES in January, AMD invested in World Labs' round in February, and per Fei-Fei, World Labs has been doing training and inference work on AMD GPUs since last year. Some thoughts: -This is a talent and model-insight buy, not a revenue play. AMD gets the people building the models its future chips will have to run. Fei-Fei made the case from her side: "Without having a focused hardware effort, AI is hobbled in efficiency." -The target is physical AI. NVIDIA built its own world models with Cosmos, plus GR00T for humanoids, and uses them as pull for Jetson, RTX and DGX. (My colleague @factoryguy nailed it: the models are free, but the silicon is not.) AMD didn't have that team. Now it does, and it isn't a Cosmos clone. World Labs builds persistent 3D worlds. Cosmos grew out of video. -NVIDIA built its models, then paid ~$13B for Hugging Face. AMD is buying its way into the model layer, and Fei-Fei says the work stays open. -I've said AMD's valuation is super rich. Using that stock to buy scarce talent at less than 1% of market cap is the right move. - $NVDA and $INTC are both World Labs investors. In an all-stock deal, those stakes should turn into AMD shares. What I still need to see is a marquee robotics customer. In July I said AMD hadn't earned the right to play in robotics the way NVIDIA and Qualcomm did through automotive. World Labs' SceniX deal adds robotics simulation, which helps. It doesn't land a customer. Silo AI, ZT Systems, Taalas and now World Labs. AMD keeps filling in the stack.