Most of AMD and NVIDIA’s best 10x engineers are in Shanghai. AMD’s MoRI collective team, AMD’s disaggregated application…
SemiAnalysis Twitter · SemiAnalysis (@SemiAnalysis_) · 2026-05-29
SemiAnalysis claims that the highest-performing engineers at both AMD and NVIDIA, including AMD's MoRI collective and disaggregated applications engineering teams, are predominantly based in Shanghai.
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Extraction
Topics: amdnvidiasemiconductor-talentshanghaiai-hardware
Claims
- AMD and NVIDIA's most productive ('10x') engineers are concentrated in Shanghai rather than US locations.
- AMD's MoRI collective team, responsible for collective communications engineering, is mostly Shanghai-based.
- AMD's disaggregated applications engineering team, which practices first-principles engineering, is also primarily located in Shanghai.
Key quotes
Most of AMD and NVIDIA's best 10x engineers are in Shanghai. AMD's MoRI collective team, AMD's disaggregated applications engineering team, and other AMD teams that understand how to do first-principles-based engineering are all mostly based in Shanghai.