Even if they finished it yesterday, it would take years to convince everyone that this time it will be worth investing in AMD, at which point the whole datacenter AI hype may already be over.
The AI hype will not end. AMD just has to support transformers. OSS is already building it, at which point you can finetune an open weights model on an MI300. Nvidia is in the same place that Cisco and Sun were during the dot.com boom. People are just buying the mainstream think that works. It doesn't take years, it takes an accountant.
