Some More Game Theory, This Time On The AMD-Meta Platforms Deal
… That gives AMD 2 gigawatts of commitments from OpenAI and Meta Platforms alone, which means it can sign deals with its suppliers to fulfill those orders without much of a risk. …
… That gives AMD 2 gigawatts of commitments from OpenAI and Meta Platforms alone, which means it can sign deals with its suppliers to fulfill those orders without much of a risk. …
… The backbreaker for Meta Platforms was that these two GPUs supported the Open Accelerator Module OAM socket format created by Microsoft and Meta Platforms, but because of the lack of volume, Meta Platforms had no choice but to not use its homegrown “Grand Teton” CPU-GPU systems. …
… The second in the MI450 series is the MI450X, which is used in the “Helios” double-wide AI racks that AMD has been developing with Meta Platforms, Oracle, OpenAI, and others. …
… Here’s a demo that shows the two compute engines working on an AI workflow, which was shown at the Arm Everywhere event back on March 24: “Arm's an investor in us, and that continues that theme of strategic relationships that go beyond just investment – deals that have strategic aspects to them,” M… …