Comment by ivape
I was just thinking the other day that AMD can match Nvidia pound for pound on the raw hardware specs, and if they don’t just yet, they get pretty close. If AI is a bubble, then AMD should not catch up. If there isn’t a bubble, then there is no choice but to learn to use whatever is out there and AMD is truly set to be another trillion dollar company. The 10% stake OpenAI took is going to look like a Google buying YouTube moment in the long run.
And it’s worth noting, AMD has always matched up with Nvidia hardware wise for decades, plus or minus. They are an interesting company in that they took on both Nvidia and Intel, and is still continuing to do so.