"while adding AMD (AMD.O), opens new tab chips alongside Nvidia (NVDA.O), opens new tab chips to meet its surging infrastructure demands"
Jensen has been saying that demand is "insane" and we're hearing rumors of low yields. This equates to supply issues in the coming months/years. No fortune 500 puts all their eggs into one basket. Diversifying away from a single source for all of AI hardware and software, is a smart thing to do.
That is exactly what the execs at my company are telling us when asked about not using Nvidia -- diversifying away. It's funny though because we have no Nvidia for training at all. We use Trainium because we could not get our hands on Nvidia.
> Diversifying away from a single source for all of AI hardware and software, is a smart thing to do.
I wonder how this squares with the exclusivity contract with Microsoft. Even the OpenAI/Oracle deal requires Oracle to run Azure stack on their datacenter so MSFT can mediate the relationship. The AMD chips mentioned are also purchased by MSFT.
I wonder if this really means that OpenAI is accepting the risk/capital expense while providing a variety of hardware to Microsoft, or if there are other terms at play.
I think I get what you're saying. That a datacenter probably just wants to focus on one product at a time. You're right, it is simpler. On the other hand, that's part of why neoclouds are sprouting up. Users are asking for the optionality.
