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A comment on $30M Raised to Redo the CPU. Parent comment

Re:$30M Raised to Redo the CPU by yieldcrv on Wednesday November 11, 2026 @12:46AM (#50450092)
its honestly just network effects at this point

this technology to make it easy is only a couple quarters old

the antiquated understanding of “CUDA being sooo stable and AMD drivers not” just takes a while to be revised

hyperscalers are buying AMD GPUs

AMD’s stock has tripled this year based on investment into their driver stack getting better and others realizing they don’t need to wait for AMD to leverage the compute

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Re:$30M Raised to Redo the CPU by imtringued on Wednesday November 11, 2026 @03:10AM (#50450882)
No that proves the point. It took the invention of LLMs and agentic software development for AMD to fix their drivers.
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Re:$30M Raised to Redo the CPU by yieldcrv on Wednesday November 11, 2026 @04:08AM (#50451190)
A point that stopped being relevant as soon as it was proven possible, I don't know what kind of validation you need to see about exotic hardware being easier to develop for, but being slower to pick that up doesn't change the viability of the exotic hardware built on more available nodes now that there are examples of it being easier to run things on
[ Parent | on HN ]