We’ve basically got to wait for Anthropic and OpenAI to actually IPO before any of this can get started properly. Once there’s a public expectation for profit from the two biggest AI labs, then the market will start acting against them. We can hope, at least.

Is this substantiated?

At this point for many projects it’s now depressingly, a matter of degree.

Eh, it’s 2 years newer than the AMD architecture, on a better node, and has better memory packaging. I mean it’s great they’re getting this performance, but wait until Zen 6 for a contemporary architecture and node comparison.