AMD

“The Lamini hosted service over the past year has been running on AMD GPUs only. We haven't been running on NVIDIA chips.”

“We have reached software parity with essentially CUDA.”

“There's like another financial sweetener in the deal where OpenAI has warrants in AMD if the stock price hits 600.”

“We got an initial grant from AMD at the time. There was about two million GPU hours.”

“It's called inferencemax. It's open source. All the code is and the results are, but we run across, I think, sixty million dollars of GPUs, which are donated to us by companies like Nvidia, AMD, OpenAI, Microsoft, Amazon, Crusoe, CoreWeave, Together AI.”

“All of them will have a very good UX for download model, run model on VLM by The middle of the year, I think, right? Certainly AMD is already there by the end of this quarter.”

“TSMC is literally making chips for NVIDIA and Apple and AMD and others in Arizona today, right?”

“I don't think they'll Go beyond, like, I think they'll stay in single digits market share, single digit percentage market share.”