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The most of AMD & NVIDIA's best 10x AMD engineers are in Shanghai. AMD's MoRI collective team, AMD disagg applicatio…

SemiAnalysis Twitter · SemiAnalysis (@SemiAnalysis_) · 2026-05-29

SemiAnalysis repeats an earlier version of its claim that AMD and NVIDIA's best engineers, including AMD's MoRI collective and disaggregated applications teams doing first-principles engineering, are mostly in Shanghai.

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Topics: amdnvidiasemiconductor-talentshanghaiai-hardware

Claims

  • AMD and NVIDIA's highest-performing ('10x') engineers are primarily located in Shanghai.
  • AMD's MoRI collective and disaggregated applications engineering teams are both predominantly Shanghai-based.

Key quotes

The most of AMD & NVIDIA's best 10x AMD engineers are in Shanghai. AMD's MoRI collective team, AMD disagg applications engineering team, & other AMD teams that understand how to do first princples based engineering are all mostly in Shanghai