I love that AMD is kinda-sorta paying attention to its AI offerings e.g. their CUDA competitor, ROCm, but I’m not seeing the next few years unfold as a massive

I love that AMD is kinda-sorta paying attention to its AI offerings e.g. their CUDA competitor, ROCm, but I’m not seeing the next few years unfold as a massive W for enterprise hardware OEMs like AMD, NVIDIA, Dell, etc. as far as profits go.