People are bringing up the AMD deal but isn't that giving it too much credence? The deal hasn't had any material consequences yet apart from stock market fluctuations. The bigger problem for me is that AMD doesn't seem like is going to be a player of note in the AI sphere. So this deal like many other big money AI deals look like optics to me.
> AMD doesn't seem like is going to be a player of note in the AI sphere.
I thought AMD is well positioned in the inference space? They have high VRAM, somewhat high connectivity, already shipping pods that are pretty ok for inference? Training is still dominated by nvda and their CUDA moat, but there's an increased need for scalable inference, and that should fit AMD well. Am I wrong in thinking that?
That's what I have read as well but the ocean's distance between Nvidia and AMD in terms of market share of AI chips does not reflect that.