Programmer Humor

AMD knows the bubble is going to burst

definitely not it. Anyone making better GPUs should be able to sell them at a price=performance level. LLMs themselves are forever. Running them on consumer level hardware with privacy is an attractive alternative to US military/Skynet allied OpenAI datacenters. That does mean smaller models than "skynet frontier".

Reaching for other explantions.

CIA allied bankster money to keep OpenAI solvent with some side deal for AMD.

AMD needed a desperate deal to have lead Skynet developer use some of its GPUs instead of only Nvidia. For all the OpenAI committments, there is both massive risk of OpenAI bankruptcy, but also no matter how good other frontier models are/can be, waiting for OpenAI bankruptcy, and buying their datacenters, makes more sense than adding your own 20.5GW (with Oracle) of GPU/power demand, and outbidding OpenAI for GPUs from non-China sources. But its not as though MSFT/GOOG/META can't outbid for GPUs, or not make better frontier or smaller open models. I could include mechaHitler for Skynet, but the funding pockets though large, seem as though its a marketing/investment headwind for whatever good technical achievements the mechaHitler models have done. MechaHitler AI has its own financing fuckery valuations with Elon share swaps.

Already Mac M3 ultra 512gb is a great LLM machine for very large LLMs (quantized frontier models). Nvidia and AMD will have larger vram consumer GPUs soon enough. Smarter competitors than OpenAI exist in the space, and smartness goes for better cost per benchmark point and per token.

GPT 5 pro is most expensive model in the world at $150/Mtokens output. A $2000 5090 will output the same tokens/cost in 90 days. With privacy or something you can rent to others without Skynet oppression data concerns. On an open small model that you can posttrain to be better at the domain you are interested in than GPT5 behemoth, and rentals that use whatever domain tailored model they want. But US mega corporations already offer 10x

OpenAI losses are accelerating, and expected 2023-2028 total of $45B, with (banskter/OPenAI optimistic) breakeven in 2029. Skynet military contracts of $1T is the prize. Competition to OpenAI can be forced to provide value through smaller model performance boosts that China (Mistral from France too) already actually has the best real world value models. The previous 5090 token output comparison, gets worse on 100x cheaper small open models that exist, but the privacy and posttraining benefits, priceless.

The common weak link in all of these circular financing deals is OpenAI. Except on this one, where AMD is the weaker side. Of course this makes the banksters pump AMD stock. People like to shout AI/LLM bubble, but OpenAI and MechaHitler going for Skynet is going to get a lot of powerful sustain. Still, Skynet ambition is opposite of best path to making money/useful models until US/Israel military payday.