Two weeks in the past, there was a flurry of pleasure round a tweet from Sharon Zhoucofounder and CEO of Laminia startup that helps AI builders create custom-made giant language fashions. Zhou revealed within the tweet that, for the previous yr, she’s been utilizing greater than 100 chips from chipmaker Superior Micro Gadgets to energy her AI startup’s merchandise.
Within the midst of the continuing compute crunch, AI founders and buyers rallied across the information, seeing it as an indicator that AMD may money in on the extreme demand for AI chips, probably even taking market share from the primary provider of these chips, Nvidia. AMD inventory has jumped 13% since then.
Certainly, the AMD chip in query, the Intuition MI300Ahas usually been touted by founders and analysts as a robust various to Nvidia’s industry-leading H100. It’s due for launch later this yr. However earlier than AI startups get too excited, they need to take note of all the main points of Zhou’s expertise with the AMD chips. The brief model: it’s not as straightforward because it seems to make use of these chips.
