AMD needs to expand the user base of their GPUs away from gaming and desktop graphics. Buying an AI company that is using their stack for compute is a really good way of learning how to do that. It's essentially now an in-house team to dogfood all of your brand new products and tell your other engineering teams what they're doing wrong.

In my mind it's not about AI per se, but about using the hot use case for GPU to drive meaningful change in your software stack. There are tons and tons and tons of GPGPU users out there who aren't training LLMs but who need a high-quality compute stack.