However that doesn’t specify that the {dollars} referenced would come from OpenAI. Others have interpreted the comment as referring to potential elevated income from corporations shopping for from AMD due to the OpenAI endorsement, and probably due to OpenAI enhancements to AMD’s software program. Symonds didn’t reply to that query.
Rodolfo Rosini, CEO of Vaire Computing, stated the provision issues with Nvidia are completely a crucial background issue for the AMD-OpenAI deal.
“There’s unbound demand for Nvidia {hardware}, however a restricted provide, and upstream there’s a restricted provide of wafers from TSMC to Nvidia,” Rosini stated. “So now the demand is overspilling into competing choices, as AI corporations can’t stand nonetheless whereas they look ahead to an allocation.”
However Rosini additionally noticed some product weaknesses at AMD enjoying an outsized function.
“AMD’s software program stack is unhealthy, however that may be a greater challenge for coaching than for inference. They had been at all times viable for enterprise use. They only couldn’t command premium pricing like Nvidia does, and builders most popular [Nvidia’s] CUDA,” Rosini stated. “[OpenAI] directing AMD’s software program roadmap as an alternative of the administration of AMD will probably be nice. Labs like OpenAI know precisely what they need and will probably be very vocal about it.”
Chip provider variety wanted
One other analyst, Jack Gold, principal analyst for J. Gold Associates, agreed.
