This podcast episode explores the recent performance of Salesforce, discussing its revenue miss and slower growth due to enterprise customer budget constraints and competition in the AI market. It also highlights Salesforce's role in managing data for AI workflows and its transformation into a leading enterprise software player. The episode then shifts focus to the impact of data center spending on companies like Nvidia and AMD, emphasizing AMD's growth potential in the data center GPU market and the interest of industry giants like Microsoft, Oracle, and Amazon in AMD as an alternative GPU supplier. The section concludes with a discussion on the collaboration between AMD and Microsoft on cloud-centered GPUs and the role of Micron's HBM3E in supporting chip architectures.
