But the thing is, all other things are NOT equal, and the fact that AMD’s drivers suck, that popular AI software libraries don’t run as well on AMD GPUs, that you can’t find really good GPU experts who specialize in AMD GPUs outside of the gaming world (why would they bother when there is more demand in the market for CUDA experts?), that you can’t wire thousands of them together as effectively because of lousy interconnect technology for AMD— all this means that AMD is basically not competitive in the high-end data center world, and doesn’t seem to have very good prospects for getting there in the near term.
My experience with google map is, it’s not updated that frequently for such remote site. At one site which i track since over last ~2 years, it took more than 8 months to update image of changes at site. Funnily, after 1.5 years the site shows images which are older than the intermediate changes. Like barren site (1.5 yrs back) → construction started → Nearly after 8 months after construction started , maps showed the images of construction start phase → Now it’s been nearly 1.5+ years and full construction is complete → The image has got updated to show barren site again.
I think looking at openai is simply looking in the wrong direction. Openai or not, the value of amd compute hw was waiting to be unlocked. Is there any other company that can compete nvidia in gpu compute? NO. it was always as simple as that. Rest was monitoring what the management was doing. SW improvement was already going great. All the other businesses are firing on all cylinders (leaving embedded).
If the hw(gpu) did not exist, openai would not even be in the deal. As jensen said gpus is way you go when algorithms are changing so fast. Not asics. If not for openai, it would have been some other csp. Is there any other gpu maker out there? I have been suprised by the blind side of analysts last year.. I kept loading up amd. Most analysts are bean counters with advanced supply chain data. What the author of the above article said needs no effort. Just state the things as they are and say they will stay that way. Done.
But openai may be a better partner than say msft since msft really does not have a great track record with third party silicon. They short changed x86 for arm last year by giving exclusive copilot+ branding to qc for no technical reason when others were giving > 40 tops.
Interesting. Did some research across other platforms and seems Tata had made some traction on the site. keyword “some”. Will they be starting manufacturing at the end of 2026 at this pace I doubt it. There are other projects being built in Sanand which seems to be a larger city and I think construction progress will be faster on these sites
My understanding about this topic is well below your knowledge on the matter. What Ive read from other sources though sounds like they are using AMD for inference functions and Nvidia for training the large language models . I am guessing every time I punch a prompt into Chat GPT I am inferencing or running an inference function?
Overall dont know how long this exuberance will run for the chip sector. Safer to get exposure in the Nasdaq100
Regarding exuberance.. I would say a correction would be good for cos that have strong balance sheet. It would wipe out the competition. If you believe in the long term story of ai (I can already see unmatched benefits in productivity) then investing in this area is a no brainer. This is not a 1 year 2 year “market crash will kill ai” story. It is here and it is going to change the way we interact. Not even browsers may remain (jensen alludes to this in one of his talks).
