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A comment on AMD signs AI chip-supply deal with OpenAI, gives it option to take a 10% stake. Parent comment

Re:AMD signs AI chip-supply deal with OpenAI, gives it optio... by j4hdufd8 on Monday October 06, 2025 @11:50AM (#45492672)
GPUs are also used to speed up inference (the math is virtually the same). You think your ChatGPT queries are running on x86 servers?
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Re:AMD signs AI chip-supply deal with OpenAI, gives it optio... by ralfn on Monday October 06, 2025 @02:51PM (#45494858)
But do you think with the profit margins of NVidia, others won't be offering competing chips? Google already has their own for example.

From that perspective the notion that NVidia will own this AI future while others such as AMD and Intel standby, would be silly.

Im already surprised it took this long. The NVidia moat might he software, but not anything that warrants these kind of margins at this scale. It is likely there will be strong price competition on hardware for inference.

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Re:AMD signs AI chip-supply deal with OpenAI, gives it optio... by wqaatwt on Thursday October 09, 2025 @11:46AM (#45529342)
> You think your ChatGPT queries are running on x86 servers

What makes you think? Or are all non Nvidia GPUs x86?

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