Part 7/10:
A central theme in this discussion is the importance of reliable, scalable hardware supply. The partnership model involving AMD and OpenAI fosters environment for testing and deploying cutting-edge AI chips in real-world scenarios—vital for both immediate applications and future innovations.
However, the industry’s success hinges on AMD’s ability to deliver on its promises, especially regarding the next Instinct lineup, the MI450. OpenAI’s guidance and the multi-year nature of the partnership help mitigate risks but do not eliminate them entirely.