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by sangnoir
826 days ago
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> At this point AMD investors should be rebelling Looking at the chart for $AMD over the past 5 years gives plenty od reasons to be happy, and no reason to rebel. A rational AMD investor should not be Jonesing Nvidia's catching lightning in a bottle via crypto + AI. The Transformers paper was published a few months before AMD released Zen 1 chips - they did not have a lot of money for GPU R&D then. The timing of the LLM-craze was very fortuitous for Nvidia. |
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