Does he explain why the valuation of the company would go up by $78 billion on the public news that AMD agreed to give $78 billion of goods to OpenAI for free?
Does he explain why the valuation of the company would go up by $78 billion on the public news that AMD agreed to give $78 billion of goods to OpenAI for free?
It validates that MI450 works. Jensen was saying other GPUs are so bad that companies wouldn't even take them for free and then OpenAI said no, we actually will take AMD GPUs for free. They're not that bad.
It's very bad