alt Hacker NewsCooked hardware companies get bought into it seems. Intel is the most egregious example, but AMD is being circled by OpenAI now for 10%. Companies like Marvell and even hard drive companies are up due to how they fit into the AI pipeline.
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fred_is_fred • last Tuesday at 1:28 PM
I don't think OpenAI has any plans to buy AMD. That's just another moving paper around and we all get rich in the AI space - like the nVidia, OpenAI, Oracle circle of funding.
But intel being "cooked" was a massive psyop. how was intel ever "cooked", when they were still designing, taping out, and delivering massive quantities of CPUs to DCs and consumer products?
AMD briefly gave them a run for their money, but it was nowhere near the catastrophe that bulldozer was, where the company basically needed rescuing. For a brief moment, they weren't a monopolist - that's all that happened, right?
AMD being circled by OpenAI makes sense since AMD makes NVidia knockoffs. that's objectively useful. Harddrive company make sense for storing weights and generative content. Marvell is networking...
what does QCOm present here, that openai or the AI scene at large needs? the only bet is robotics - but why on earth would I put some washed-up adreno into a 40kg man-sized apparatus which would very comfortably fit a H100?