AMD's share price is up 30% on the news
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OpenAI to take 10% ownership of AMD
- Thread starter Grim5
- Start date
It takes something like 3yrs and $35bn to spin up a gigawatt, so it starts next year and finishes when? And if they (need) to build concurrently where is that money coming from?
Not convinved they'll get close to getting that 10%
Not convinved they'll get close to getting that 10%
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good luck with that
Soldato
- Joined
- 15 Oct 2003
- Posts
- 16,282
- Location
- Chengdu
We are in so much trouble when it does burst. Everyone is invested in everyone.
At 1 Cent per share, AMD currently trading at $211 per share.
This is a "we will build our infrastructure with your hardware but in return we want 10% of your company" sort of deal, that's fine, good even, OpenIA are the largest of the current AI companies and it can only be a good thing for them to have that slice. This is why their shares are up.
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1 cent per share, what a joke
So much of the market is centered around US stocks its quite unfortunate. If something goes wrong its almost as if everything's over
What, a bit like having everything we depend on made in China? A hostile country, where are little Britain in all this? collecting its populations data and looking to selling it to people like Oracle.... what do you think the real reason is they want your life and identity tied to a ******* government issue phone app, for your convenience?
Would you like to buy some more services from our services based econemy? anyone? anyone at all? we have 70 million people we can digitally ******* we need some sponduules!!!!!
Yeah thanks Tony, you did us a solid, as usual.
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Honestly, we are all doomed.
Hype, hype galore!
I mean AMD are mostly getting the scraps in the AI bubble, but even those scraps can be huge. There did seem to be an element of share price manipulation in this and the recent Nvidia and Intel thing.
Similar and yet quite different too. As this has very little to do with the American semiconductor panic and AMD - unlike Intel - do have good sales with their AI hardware. Just nothing in comparison to the green juggernaut.
Bursting the bubble? The big cloud providers running their own should eventually contribute to this. Other factors? Smart AI memory or similar - so much more like organic brains; maybe more efficient models - would be ironic if recent sanction shenanigans lead to improved models not dependent on American hardware!
I mean AMD are mostly getting the scraps in the AI bubble, but even those scraps can be huge. There did seem to be an element of share price manipulation in this and the recent Nvidia and Intel thing.
Similar and yet quite different too. As this has very little to do with the American semiconductor panic and AMD - unlike Intel - do have good sales with their AI hardware. Just nothing in comparison to the green juggernaut.
Bursting the bubble? The big cloud providers running their own should eventually contribute to this. Other factors? Smart AI memory or similar - so much more like organic brains; maybe more efficient models - would be ironic if recent sanction shenanigans lead to improved models not dependent on American hardware!
AMD have pretty significant share of the AI CPU market. The GPU side is small but the CPU/APU side is pretty much AMDs to take. AMD and Intel are pretty much the only options for running massive models.