The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 8 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Coogan: Developers cannot train AI models on AMD due to software bugs
“Like you literally cannot train a model on their chips because it's so buggy and their software is so bad.”
Trump taxes Nvidia and AMD China chip sales at 15 percent
“Trump struck a deal with Nvidia and AMD for the federal government to take 15% of their chip sales in China in return for allowing the exports.”
Coogan: AMD's software is too broken to train AI models
“Even though they're hitting the benchmarks on the actual, like, computing power, like, price per flop, the software is so broken, there's so many bugs that you cannot train models on it.”
Hotz: Either Nvidia is overvalued or AMD is significantly undervalued
“Either Nvidia's really overvalued or AMD's really undervalued. It has to be one or the other.”
Kim: AMD CEO Lisa Su Raised Data Center AI Forecast to $220B
“Lisa Su raised her CPU, a genetic CPU forecast. Just three months ago, it was a hundred twenty billion for 20 to 30. Three months later, they raised it to two hundred twenty billion.”
Coogan: Meta signs multi-year AMD Instinct GPU deal for six gigawatts
“Meta has shaken hands with
AMD.
They're forming a pact today.
We're announcing a multi-year agreement with AMD advanced micro devices to integrate their latest instinct GPUs into our global infrastructure with a pot approximately six gigawatts.”