I'm not convinced AMD has a good AI play. (Disclaimer: I hold a long position in AMD). AI hardware seems like it can be much simpler than GPGPUs, given the suc

I'm not convinced AMD has a good AI play. (Disclaimer: I hold a long position in AMD). AI hardware seems like it can be much simpler than GPGPUs, given the successful implementations by many companies including small startups. AI hardware software seems like it is extremely difficult. Making a simple programmer and ops interface over a massively parallel, distributed, memory bandwidth constrained system that needs to be able to compile and run high performance custom code out of customers' shifting piles of random python packages. AMD has continuously struggled at (2) and hasn't seemed to recommit to doing it properly. AMD certainly has silicon design expertise, but given (1) I don't think that is enough. Xilinix is in interesting alternative path for products or improving AMDs software/devex. I'm not sure what to expect from that, yet.