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Comment on Is OpenAI dead yet?

TranquilTurbulence@lemmy.zip ⁨2⁩ ⁨months⁩ ago

That’s a very interesting deep dive. Didn’t mind this wall of text at all.

Is AMD also involved in the same shenanigans? Sounds like the AI bubble pop could also mess up the GPU market.

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Nomecks@lemmy.ca ⁨2⁩ ⁨months⁩ ago
It’s the “Magnificent 7”: Alphabet, MS, OpenAI, Amazon, NVIDIA, Tesla, Apple and Meta

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- TranquilTurbulence@lemmy.zip ⁨2⁩ ⁨months⁩ ago
  Cancer of the modern world…
  
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Egonallanon@feddit.uk ⁨2⁩ ⁨months⁩ ago
They are but not to the same degree as Nvidia.

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- TranquilTurbulence@lemmy.zip ⁨2⁩ ⁨months⁩ ago
  Maybe AMD is betting on NVIDIA suffering more from the oncoming crash. If that happens, AMD could increase their market share.
  
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  - uienia@lemmy.world ⁨1⁩ ⁨month⁩ ago
    Their presentation at CES was as focused on enterprise AI as Nvidias was.
    
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    TranquilTurbulence@lemmy.zip ⁨1⁩ ⁨month⁩ ago
    Well, that’s the public-facing side of the story. Lending GPUs to AI startups seems like a pretty risky strategy. If NVIDIA is lending out a lot of hardware, while AMD isn’t, that puts these companies in very different positions.
    
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jj4211@lemmy.world ⁨2⁩ ⁨months⁩ ago
AMD is largely left behind. They are trying real hard to pitch their MI products as an nvidia alternative, but no one is biting. Strangely some of their line is even more exotic to try to host than the highest end Nvidia gear.

So they are relatively less exposed to a crash than nVidia. On top of not doing that lending to their customers…

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