AMD

“The reality is like if a company like Nvidia or AMD were to ever really, really use one of these other foundries, that foundry would get better really quickly.”

“And you have TPU, Tranium, and AMD, Which are all you know, essentially trying to be a better GPU, and today I think probably Tranium is doing the best.”

“AMD, I think, great chips overall. The challenge is that people don't understand how to program them very well.”

“I think publicly, Meta and OpenAI have bought a ton of AMD chips, and so, we're increasingly seeing that all the AMD supply is also being allocated.”

“Like, he wants to create a diverse community of NeoClouds and inference providers who are all jockeying to create demand for NVIDIA, such that if any one of them Decides to, I don't know, vertically integrate or go with AMD or any other option. He's got three …”