Or they're trying to distract attention from the fact that they've already sold out 100% of the fab capacity available to produce these chips for the next two years.
So really, they lose nothing. They've already booked sales of everything there is to sell. So might as well now turn attention to those who might be customers two years from now, and make them feel like the wait will be worth it.
You were probably downvoted because you were shilling your company, and you misunderstood the comment.
"The Osborne effect is a social phenomenon of customers canceling or deferring orders for the current, soon-to-be-obsolete product as an unexpected drawback of a company's announcing a future product prematurely. It is an example of cannibalization."
Shilling is ok on a topic directly related to my business.
You're right on the Osborne effect though! Thanks for that. We are definitely not doing that.
To clarify: When we started, MI300x was not officially announced yet, so we were planning on buying MI250's. Due to everything taking longer than expected around starting the business and receiving funding, by the time we had money in the bank, it was time to buy MI300x. Going forward, we are buying MI300x today and will continue to buy AMD MI series as they are released in the future.
Since we're on the topic of your business: I am training a decent amount of neural nets nowadays (mostly, around the new-gen robotics policies) and use vast.ai instances with 8x RTX 4090 cards.
I've been interested to give 8x MI300x a try, as they are supposed to be cheaper per FLOPs, but it looks like your service does not provide on-demand pay-per-second instances. Any plans to change that?
So really, they lose nothing. They've already booked sales of everything there is to sell. So might as well now turn attention to those who might be customers two years from now, and make them feel like the wait will be worth it.