It’s the “Magnificent 7”: Alphabet, MS, OpenAI, Amazon, NVIDIA, Tesla, Apple and Meta
Comment on Is OpenAI dead yet?
TranquilTurbulence@lemmy.zip 1 day agoThat’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.
Egonallanon@feddit.uk 1 day ago
They are but not to the same degree as Nvidia.
TranquilTurbulence@lemmy.zip 1 day ago
Maybe AMD is betting on NVIDIA suffering more from the oncoming crash. If that happens, AMD could increase their market share.
uienia@lemmy.world 16 hours ago
Their presentation at CES was as focused on enterprise AI as Nvidias was.
TranquilTurbulence@lemmy.zip 16 hours 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.
jj4211@lemmy.world 1 day 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…