Article 6V2BW Who's afraid of DeepSeek's impact on AI hardware sales? Not AMD CEO Lisa Su

Who's afraid of DeepSeek's impact on AI hardware sales? Not AMD CEO Lisa Su

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from The Register on (#6V2BW)
Story ImagePredicts more efficient ML architectures will drive adoption, see Instinct sales accelerate, shares dive

AMD's chief exec Lisa Su has predicted the chip designer's Instinct accelerators will drive tens of billions of dollars in annual revenue in coming years, despite DeepSeek-inspired speculation that next-gen AI models may not need the same level of compute infrastructure used to produce such tools today....

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