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xgkickt | 4 months ago

Where does that leave AMD, considering OAI are taking a 10% stake?

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overfeed|4 months ago

A shareholder going bust is a no-op. However, the loss of large customer, is concerning, but less so, relative to the market souring on AI investments as a whole, which would be not great for AMD, but disastrous for Nvidia.

xgkickt|4 months ago

They'd just pitch for using the same GPUs to run the digital dollar ledger, and begin the cycle again, maybe.