… But seriously, OpenAI and Meta Platforms can sell their shares after they are converted from the warrants after reaching milestones in terms of technology installed and AMD share price driven by the success of those installations – so OpenAI and Meta Platforms have more money to spend on GPUs! …
… It comes with OpenAI’s Codex coding platform built in. …
… With this, Meta Platforms, the only hyperscaler that did not have an orthogonal but connected cloud business, becomes a cloud. And to be specific, it becomes a platform cloud. …
… To get the project with Meta Platforms going quickly, Arm chose its “Poseidon” V3 core and its “Voyager” CSS V3 platform as a starting point, which we detailed back in February 2024 . …
… It’s also very good at creating exploits for those vulnerabilities, which convinced Anthropic to limit the release of the model to particular organizations rather than giving with broad availability. …
… Meta Platforms is not precisely an infrastructure cloud, but as it is renting out capacity on its iron to run Llama model APIs much as OpenAI and Anthropic do with their respective GPT and Claude GenAI models, it is becoming a GenAI platform cloud for various kinds of sovereigns – and is seeking th… …
… Trainium4 is ~18 months from broad availability; much already reserved. …