[sangnoir]

If you read/listen to the Stratechary interview wirh Lisa Hsu, she spelled out being open ro customizing AMD hardware to meet partner's needs. So if Microsoft needs more memory bandwidth and less compute, AMD will build something just for them based on what they have now. If Meta wants 10% less power consumption (and cooling) for a 5% hit in compute, AMD will hear them out too. We'll see if that hardware customization strategy works outside of consoles.

[rcxdude]

It certainly helps differentiate from NVIDIA's "Don't even think about putting our chips on a PCB we haven't vetted" approach.

[pjmlp]

Yeah, but they will be using internal Microsoft and Meta software stacks, nothing that will dent CUDA.