If there’s anything in the AI space I would expect to forment a crash, it’s the TPU/trainium bullshit being pushed by UHNW forces. Nobody wants to even show up for ROCM, let alone a fully NDA’d solution.

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foobar10000 an hour ago | parent | next [-]

Rumor says Hudson River Trading just ordered a bunch. So, the finance AI guys definitely. And they (AI finance - DeShaw, HRT, Citadel, G Research, XTX) have deployed about 15% of total GPU capacity, so not small fries.

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bsder 5 hours ago | parent | prev [-]

> Nobody wants to even show up for ROCM

I hear this over and over yet AMD's AI revenue dwarfs its consumer revenue.

Somebody is buying AMD cards for AI. I would love to know who.

	▲	foobar10000 an hour ago \| parent [-]
		I mean, they work? MI355 are quite good for inference.