[redleader55]

The litimus test would be if you read in the news that Amazon, Microsoft, Google or Meta just bought billions in GPUs from AMD.

They are and have been buying AMD CPUs for a while now, which says something about AMD and Intel.

[JonChesterfield]

Microsoft and Meta are running customer facing LLM workloads on AMD's graphics cards. Oracle seems to like them too. Google is doing the TPU thing with Broadcom and Amazon seems to have decided to bet on Intel (in a presumably fatal move but time will tell). We'll find some more information on the order book in a couple of weeks at earnings.

I like that the narrative has changed from "AI only runs on Cuda" to "sure it runs fine on AMD if you must"