AMD

“Yeah, so I don't think too much about it, to be frank, because I suspect it will take care of itself, because we have commercial players here, and I just saw that AMD is launching a new chip, which is even faster than what was available before, and so I suspec…”

“Our biggest position is Microsoft. We have big, very big positions in you know, Nvidia, AMD. Alphabet. You name them, we have. Those are our biggest positions.”

“So both, NVIDIA's business will continue to go very strongly because they have an amazing Lead, currently, in amazing chips, and there is you know, massive demand for their chips for doing compute, and many players, Google, Amazon, others, including AMD, are b…”

“I think it'll probably be large tech providers and AMD.”

“If you run on AMD, well, there's enough memory inside the GPU to run one model per card. So you get, you know, eight GPUs, eight times the throughput, while on the other hand, you get eight GPUs, two, you know, two, maybe two and a half times the throughput. S…”

“Microsoft comes along and buys it all, makes, by the way, OpenAI, or at least on the inference side, puts OpenAI in the green because of the efficiency gains.”

“A simple example is if you know, switch from Nvidia to AMD on a seven TB model, you can get four times better efficiency, right? In terms of spend.”

“Intel has made, until hiring LibBoo, prior to that, nearly a decade of Catastrophic decisions. Right? And they still own 80% of the x-eighty-six market. 75% of the market. Right? AMD's worked up to like 25% or 30%. And after a decade of screwing up.”

“We, we've deployed tens of exaflops of compute vastly more than anybody else that, that, that isn't AMD or NVIDIA, right?”

“I do think that we're also getting many more hardware approaches and solutions out there. So that it's not as wonderful as NVIDIA is. It's not just an NVIDIA world anymore. And the chip sets from Amazon and Google and AMD and others are becoming quite capable.”

“Sam Altman understands power. He has more power than AMD, so he took 10% of their company for the privilege of selling stuff to him.”

“I think the export control on chips has largely backfired. The way that the US and I think that the way the US first put restrictions on Huawei and then later on, you know, exported NVIDIA and AMD and other semiconductors that really incentivized China. So bef…”

“Agent loops, agent harnesses are all running on CPUs. The tokens are produced by the frontier models on GPUs, but whatever work, like, let's say like Claude generates a coding script that decides to download 500 files from different websites and then You know,…”