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This site is full of people with the west coast VC-driven-tech bizarro world blinders on. If AMD just keeps at what they've been doing well (matching or beating

• throwway120385 2y ago
  AMD needs to expand the user base of their GPUs away from gaming and desktop graphics. Buying an AI company that is using their stack for compute is a really good way of learning how to do that. It's essentially now an in-house team to dogfood all of your brand new products and tell your other engineering teams what they're doing wrong. In my mind it's not about AI per se, but about using the hot use case for GPU to drive meaningful change in your software stack. There are tons and tons and tons of GPGPU users out there who aren't training LLMs but who need a high-quality compute stack.
• mandevil 2y ago
  I think AMD's concern is that x86 might not be much of a market in 10 years. Between Apple, Amazon Graviton, and Nvidia Grace Hopper's ARM CPU we are seeing a sustained successful attack on x86 the likes of which we haven't seen... ever? Sustained and successful non-x86 Desktops, servers, and next-gen datacenter platforms, where does that leave AMD? (Intel has a little more diversification because of it's foundry opportunities, but is in the same boat.)