If there’s anything in the AI space I would expect to forment a crash, it’s the TPU/trainium bullshit being pushed by UHNW forces. Nobody wants to even show up for ROCM, let alone a fully NDA’d solution.
> Nobody wants to even show up for ROCM
I hear this over and over yet AMD's AI revenue dwarfs its consumer revenue.
Somebody is buying AMD cards for AI. I would love to know who.
If there’s anything in the AI space I would expect to forment a crash, it’s the TPU/trainium bullshit being pushed by UHNW forces. Nobody wants to even show up for ROCM, let alone a fully NDA’d solution.
> Nobody wants to even show up for ROCM
I hear this over and over yet AMD's AI revenue dwarfs its consumer revenue.
Somebody is buying AMD cards for AI. I would love to know who.