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AMD Acquires Another AI Company To Expand Its Enterprise AI Solutions

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  • #11
    Originally posted by ol3geezer View Post

    It's really a skill issue. America has all the talent, investment and resources and so it makes logical sense to incorporate the returns of that investment back into the mainland. It's not like EU would have any tech companies if it wasn't for the bedrock which America built and so EU should just appreciate the privilege of even having computers.

    It does look like AMD is finally divesting from Linux: Silo OS. It was just a matter of time.
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    • #12
      Originally posted by SteamPunker View Post
      ...and yet another European tech company gets swallowed up by an American corporation.

      How is Europe ever going to develop an independent and thriving tech industry when regulators constantly allow such acquisitions to happen?

      I'm all for international open markets, but there is a geopolitical aspects to consider here.
      ARM a UK company is owned by Softbank from Japan. Imagination UK who makes PowerVR graphics was bought up by Canyon Bridge Capital Partners from China. This is just how things are today.

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      • #13
        Originally posted by ol3geezer View Post

        It's really a skill issue. America has all the talent, investment and resources and so it makes logical sense to incorporate the returns of that investment back into the mainland. It's not like EU would have any tech companies if it wasn't for the bedrock which America built and so EU should just appreciate the privilege of even having computers.
        Most of the US talents came from Europe and US have computers thanks to Europeans. Not the other way around. If there were no USA sponsored WW2 the USA would be third world country.

        It does look like AMD is finally divesting from Linux: Silo OS. It was just a matter of time.
        [

        Finally? Another clueless anti-Linux troll? Silo OS stands for Silo Operating Software FYI.

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        • #14
          Originally posted by Volta View Post
          Most of the US talents came from Europe and US have computers thanks to Europeans. Not the other way around. If there were no USA sponsored WW2 the USA would be third world country.
          Are you on drugs?

          The U.S. "sponsored" WWII?

          It has nothing to do with Germany invading Poland in 1939, German war atrocities, Japan invading China in 1931, Japan attacking the U.S. in 1941, Italy attacking Greece in 1940?

          Any of this ring a bell?

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          • #15
            This is another bad investment for AMD, one that continues the trend started when AMD bought ATI.

            As i have stated, I follow what Wall Street analysts say because they are the people that deal with billions of dollars worth of investments and they look at companies from a financial perspective, not ideology or what they are a fan of.

            The darling of Wall Street right now is NVIDIA, with many analysts predicting it can hit a market cap of 6 trillion by the end of the year.

            According to analysts, NVIDIA controls between 70% and 95% of the market share of AI chips and some analysts have described their technology advantage as a moat.

            What does this have to do with this acquisition?

            When analysts model NVIDIA's growth and try to predict where they will be in 5, 10, 20, years, there is universal agreement that NVIDIA is likely to keep growing for the next decade or so but their biggest obstacle is not Intel or AMD, it's their own customers.

            The one thing analysts say can derail NVIDIA's upward trend is companies like Oracle, Microsoft, Google, Amazon, all of whom are developing AI chips for internal use and these companies represent 40% of NVIDIA's revenue.

            Other threats are Apple and Qualcomm, who are changing the way AI is processed.

            The bottom line is AMD spent another 665 million in cash to buy this company to try and compete against NVIDIA, meanwhile NVIDIA is the Godzilla that will be facing other monsters in a few years and AMD is not going to be able to compete against NVIDIA, Qualcomm, et al with a paltry 665 million investment.

            AMD should think smaller, target the gamer and entertainment industries with leading AI and graphics, let the other guys fight over the AI data center market, it's a bubble that will eventually burst, hopefully after I have cashed out, and go for the industries that are likely to be stable with lots of demand for decades to come.

            Companies are fighting for a piece of the AI chip market, which could reach $400 billion in annual revenue within five years.
            Last edited by sophisticles; 10 July 2024, 01:34 PM.

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            • #16
              Originally posted by sophisticles View Post

              Are you on drugs?

              The U.S. "sponsored" WWII?

              It has nothing to do with Germany invading Poland in 1939, German war atrocities, Japan invading China in 1931, Japan attacking the U.S. in 1941, Italy attacking Greece in 1940?

              Any of this ring a bell?
              You have no clue about history just like you have no clue about operating systems. From who Germany had resources? Furthermore, it's not only about Germany, but about Russia and Poland as well. A coup d'état took place in each of the countries mentioned. We can make off topic thread for this if you want.

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              • #17
                Originally posted by sophisticles View Post
                This is another bad investment for AMD, one that continues the trend started when AMD bought ATI.

                As i have stated, I follow what Wall Street analysts say because they are the people that deal with billions of dollars worth of investments and they look at companies from a financial perspective, not ideology or what they are a fan of.

                The darling of Wall Street right now is NVIDIA, with many analysts predicting it can hit a market cap of 6 trillion by the end of the year.

                According to analysts, NVIDIA controls between 70% and 95% of the market share of AI chips and some analysts have described their technology advantage as a moat.

                What does this have to do with this acquisition?

                When analysts model NVIDIA's growth and try to predict where they will be in 5, 10, 20, years, there is universal agreement that NVIDIA is likely to keep growing for the next decade or so but their biggest obstacle is not Intel or AMD, it's their own customers.

                The one thing analysts say can derail NVIDIA's upward trend is companies like Oracle, Microsoft, Google, Amazon, all of whom are developing AI chips for internal use and these companies represent 40% of NVIDIA's revenue.

                Other threats are Apple and Qualcomm, who are changing the way AI is processed.

                The bottom line is AMD spent another 665 million in cash to buy this company to try and compete against NVIDIA, meanwhile NVIDIA is the Godzilla that will be facing other monsters in a few years and AMD is not going to be able to compete against NVIDIA, Qualcomm, et al with a paltry 665 million investment.

                AMD should think smaller, target the gamer and entertainment industries with leading AI and graphics, let the other guys fight over the AI data center market, it's a bubble that will eventually burst, hopefully after I have cashed out, and go for the industries that are likely to be stable with lots of demand for decades to come.

                https://www.cnbc.com/2024/06/02/nvid...petition-.html
                Dude, this whole post reaks of fear... Are you really that afraid of AMD crushing nVidia again?

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                • #18
                  Originally posted by sophisticles View Post
                  AMD should think smaller, target the gamer and entertainment industries with leading AI and graphics, let the other guys fight over the AI data center market
                  Absolute nonsense. I mean I get it, you have stated pretty clearly that you have some financial relation to NVIDIA, so I understand why you post such garbage takes about AMD.

                  In reality AMD should take any opportunity to gain any extra amount of market share in the datacenter/cloud and/or HPC, because these are radically more profitable markets than consumer market. Even having less than 10% in datacenter AI is easily worth the effort.

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                  • #19
                    Originally posted by sophisticles View Post
                    Are you on drugs?

                    The U.S. "sponsored" WWII?

                    It has nothing to do with Germany invading Poland in 1939, German war atrocities, Japan invading China in 1931, Japan attacking the U.S. in 1941, Italy attacking Greece in 1940?

                    Any of this ring a bell?
                    Italy with Albania attacked Greece and lost badly. It was such a hilarious defeat that Greece had their first tank division by taking and using the Italian tanks, because that was the state of Greece during WW2. The memes are perfect. Of course Germany came in when Italy failed and grabbed a lot of resources, which is what WW2 was mostly about. USA had nothing to do with WW2, but Britain did. The whole reason WW1 started was because Britain denied Germany passage to trade, and of course Germany fought back. After WW1 the Germans were starving as they had to pay war reparations, so of course they voted for an insane man who could fix their problems and make the French and British pay.
                    Originally posted by sophisticles View Post
                    This is another bad investment for AMD, one that continues the trend started when AMD bought ATI.
                    It's bad because investors now realize that the billions spent on AI is not going to see a return.
                    Investments and revenues aren’t matching up for the generative artificial intelligence market making it possible that the sector will have to invent artificial general intelligence to justify current expenditures.

                    When analysts model NVIDIA's growth and try to predict where they will be in 5, 10, 20, years, there is universal agreement that NVIDIA is likely to keep growing for the next decade or so but their biggest obstacle is not Intel or AMD, it's their own customers.
                    Stonks only go up, amiright? The only reason they think Nvidia's growth will continue is because they think AI is just going to continue to grow at a exponential rate. Meanwhile AI recommends that use you glue to hold cheese onto a Pizza.
                    Other threats are Apple and Qualcomm, who are changing the way AI is processed.
                    Apple and Qualcomm are the last two companies I think of when I think of AI. Apple is so late into the game that they're using OpenAI and Elon Musk is pissed about it.
                    The bottom line is AMD spent another 665 million in cash to buy this company to try and compete against NVIDIA, meanwhile NVIDIA is the Godzilla that will be facing other monsters in a few years and AMD is not going to be able to compete against NVIDIA, Qualcomm, et al with a paltry 665 million investment.
                    That may work out for AMD when the AI bubble pops.
                    AMD should think smaller, target the gamer and entertainment industries with leading AI and graphics, let the other guys fight over the AI data center market, it's a bubble that will eventually burst, hopefully after I have cashed out, and go for the industries that are likely to be stable with lots of demand for decades to come.

                    https://www.cnbc.com/2024/06/02/nvid...petition-.html
                    I think AMD should invest anyway because not long ago there was the crypto market boom that depended on the same hardware that both AMD and Nvidia makes. It's clear that going forward a GPU is going to be used beyond gaming in some way. Nobody knows what the next big scam... I mean investment that Nvidia is going to conjure up next to push their GPU's.
                    Last edited by Dukenukemx; 10 July 2024, 04:36 PM.

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                    • #20
                      Originally posted by sophisticles View Post

                      Are you on drugs?

                      The U.S. "sponsored" WWII?

                      It has nothing to do with Germany invading Poland in 1939, German war atrocities, Japan invading China in 1931, Japan attacking the U.S. in 1941, Italy attacking Greece in 1940?

                      Any of this ring a bell?
                      Put in...

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