Danas, 08:19
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#603
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McG
Datum registracije: Feb 2014
Lokacija: Varaždin
Postovi: 8,296
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AMD Instinct MI450 rack-scale AI GPU je u pitanju za početak, a tokom sljedećih 5 godina onda ide generacija za generacijom.
Citiraj:
Citiraj:
AMD is not just giving OpenAI shares. It is making it work for them. The first tranche of the AMD stock will be given after that first gigawatt of MI450 racks are installed in the second half of next year, and the faster that OpenAI deploys iron, the faster it gets all of the tranches. But there is another caveat baked into the deal. It will be funny if, because of timing, some of the $100 billion that OpenAI is getting from nVidia is used to pay for AMD iron and some of the money that OpenAI gets from selling AMD stock is used to buy nVidia iron.
But the pesky question is how OpenAI is going to come up with the cash to build the rest of the infrastructure, because even nVidia is not doling out its investments in OpenAI until it actually buys the gigawatts of capacity. OpenAI is looking at all kinds of ways of financing this massive AI buildout, including equity sale, taking on debt, and he also intimated that this deal with AMD would be mostly about AI inference, not AI training, where a lot of the work has already been done on nVidia GPUs.
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Izvor: The Next Platform
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