bullish
Episode 89: Advancing AI, thoughts on AMD's Event, Nvidia, and Chain of Reasoning AI
SUMMARY
- AMD showing strong increases in CPU architecture and market share, particularly in AI accelerators
- Launch of the Mi 325 X accelerator with improved specs and benchmarks against Nvidia's products
- Critique of AMD's prioritization of data center over client solutions, but overall still competitive with Nvidia and gaining traction in the market
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