Refuel reposted this
AMD’s $665M acquisition of Silo AI is a bigger deal than most think, and strategically positions them to take on the 800 pound gorilla in the room - NVIDIA. NVIDIA has long followed an approach of building models, frameworks, benchmarks and other products to showcase how enterprises can leverage NVIDIA as their hardware provider for AI workloads. This is evidenced through NVDIA’s Omniverse, NIM, and Optix products - all of which have helped them get a leg up in the AI arms race. AMD’s acquisition of Silo AI now allows them to play the same ballgame. By making it easier to build solutions on top of their hardware (commoditizing their complements), AMD can simultaneously compete with Nvidia's strategy while generating additional demand for their hardware. Moreover, buying Silo AI allows AMD to quickly acquire AI talent that's familiar with the AMD stack (Silo AI runs LLMs on an AMD-based cluster). What’s your prediction for AMD 24 months from now?