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AMD to buy Silo AI for $665M

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Re: AMD to buy Silo AI for $665M

#251

Post by throwaway2037 »

philistine wrote: post #50
anonym29 wrote: post #42

Earlier quoted context omitted.

"fix"? What is there to fix? AMD has been simultaneously fighting Intel and Nvidia, two MUCH larger companies, and it's been winning the fight against Intel for close to a decade now. It's certainly not Lisa Su's fault that the clowns over at Intel got stuck on variations of 14nm (with clever marketing names like 14nm+++++) for nearly a decade, but credit certainly is hers for introducing Zen and putting AMD back on…

I’m also bullish on Intel, but clearly not as much as you. Intel is transitioning right now. x86 is never going to reclaim the crown of most important architecture, so Intel is trying its best to become a foundry for all the fabless customers out there. It’s going to take a long while, but right now they’re the best company to compete with TSMC in ten years. If Apple uses their foundries next decade, you’ll know Inte…

    > x86 is never going to reclaim the crown of most important architecture
To be clear, I assume you are including 32-bit and 64-bit, e.g., x86-64. I am surprised by this comment. To me, x86 won the architecture battle because of Linux (and less Microsoft Windows). Nothing is so cheap to deploy and maintain as a Linux server that runs x86-64 procs. Yes, I know you can buy single board computers, but x86 wins in the triangulation of dollars-watts-performance. If you disagree, what do you think is the most important architecture today?

Re: AMD to buy Silo AI for $665M

#252

Post by throwaway2037 »

littlecranky67 wrote: post #34

I've been thinking that NVDA stock is massively overpriced - yes, AI is a hot topic, but their only advantage is the software stack. It is just a matter of time until Intel and AMD realize that they should join hands and do an open-source CUDA alternative for their respecitve GPUs (yes, Intel has competetive GPUs and just like AMD and Nvidia they will try to get a share of the AI chip market share).

In my view, LLM is just the first step in the AI journey. The LLM boom will help NVidia to grow very fast and increase R&D. During this time, I expect new AI leaps that are not LLM-related. To be clear: I'm not talking about AGI, but rather, other practical advances.

Re: AMD to buy Silo AI for $665M

#255

Post by ErikBjare »

Narhem wrote: post #211
pjietr wrote: post #184

Earlier quoted context omitted.

I guess their growth strategy was mostly about hiring every Finnish person, or living in Finland (and then in other countries) with a PhD in some quantitative topic and then market the "we have xx PhDs as a consultancy for all your projects". So you probably are right that not all these are needed anymore?

Why Finnish and not American or Persian?

Finnish company

Re: AMD to buy Silo AI for $665M

#256

Post by rcarmo »

ghnws wrote: post #99
rcarmo wrote: post #84

Earlier quoted context omitted.

I am curious if the models are any good, though. The landscape is so fragmented I never heard of Poro.

Poro (reindeer in finnish) is specifically developed to be used in Finnish. GPT etc. general models struggle with less used languages. Unfortunately this sale likely means this development will cease.

Reindeer is a great name, and gives me an idea - next time I create an Azure OpenAI resource (depending on model availability and data residency requirements, sometimes you need to create more than one) I'm going to start going through Santa's reindeer names.

Re: AMD to buy Silo AI for $665M

#257

Post by killerstorm »

rib3ye wrote: post #147
littlecranky67 wrote: post #34

I've been thinking that NVDA stock is massively overpriced - yes, AI is a hot topic, but their only advantage is the software stack. It is just a matter of time until Intel and AMD realize that they should join hands and do an open-source CUDA alternative for their respecitve GPUs (yes, Intel has competetive GPUs and just like AMD and Nvidia they will try to get a share of the AI chip market share).

NVDA P/E ratio 78.70 AMD P/E ratio 263.25 If NVDA is overpriced, AMD is REALLY over-priced.

Perhaps better metric would be price/revenue.

Profits are very volatile. E.g. if AMD doubles the revenue profits might go 10x up, as R&D costs do not depend on the number of units sold

Re: AMD to buy Silo AI for $665M

#258

Post by eddiewithzato »

helloericsf wrote: post #148
xyst wrote: post #144

Earlier quoted context omitted.

Nvidia also spends a metric shit ton of money to make sure professors use and teach on their platform. I don’t remember any alternatives in uni. Maybe OpenCL but only lightly mentioned

OpenCL was discussed more frequently in classes about a decade ago. However, I haven't heard it mentioned in the last five years or so.

Yea people tried to push OpenCL back then, it simply was just inferior

Re: AMD to buy Silo AI for $665M

#259

Post by jltsiren »

xmprt wrote: post #242
627467 wrote: post #55

Earlier quoted context omitted.

Actually, it is zero sum. there's finite resources, human talent, and centers for decision making. yeah, European startup gets American money today, and American decision making center grows larger. whether the money paid into Europeans now is used to prop up new generation of startups - in any meaningful way - will remain to be seen. most likely: these senior staff/founders will probably allocate their cash where it…

The world is very much not zero sum and never has been. If it was then we'd be stuck in the stone age because every advancement that benefits one person would hurt the rest. Instead we see that over the course of history the average wealth of the world has gone up. There are certainly some negative intangibles that come from that (eg. climate change or ecosystem collapse) but it's hard to quantify if that makes it ze…

The world was effectively a zero-sum game until the industrial revolution. For most of human history, the average growth per capita was something like 0.01%/year. There was some growth, but you could not see it in a single lifetime. Which is why conquering your neighbors, taking their possessions, and enslaving them was such a popular form of business.

Re: AMD to buy Silo AI for $665M

#260

Post by user90131313 »

sva_ wrote: post #13
thenaturalist wrote: post #9

Huge congratulations to the founders and what a nice mark for the European (and Nordirc) startup community. It's gonna be quite interesting to see if this works out strategically. I guess the bet is an in-house army of PhDs vs. having a CUDA - which you don't as a second mover here - and assuming PhDs tightly coupled with the hardware can outperform an open framework/ push Triton to parity to CUDA over time.

Congrats to the founders indeed, but > what a nice mark for the European (and Nordirc) startup community. Not sure if it is a great win for the EU at large if their AI startups get bought up by American companies though, to be fair.

Yes indeed, they bought it for peanuts? Wework got billions and many other BS startup. 665 million is like almost free
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