Posts from cnbc.com
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Find XO: Why AMD Invested $5 Billion in Customer Anthropic, a Signal for Founders (cnbc.com)
SummaryAMD is investing up to $5 billion in equity in Anthropic, while Anthropic will adopt 2 gigawatts of AMD Instinct MI450 GPUs. The first 1 gigawatt will be operational in the first half of 2027. This i… -
Find XO: SK Hynix Achieves 72% Operating Profit Margin; HBM Bottleneck Becomes New Constraint for AI Startups (cnbc.com)
SummarySK Hynix recorded its best-ever results with 52 trillion won in sales and a 72% operating profit margin in Q1. Only three companies mass-produce HBM, and SK Hynix holds more than half of the market s… -
Find XO: OpenAI Makes Its Own Chip, A Bottom Line on AI Cost for Founders to Rethink (cnbc.com)
SummaryOpenAI has unveiled its first in-house inference chip, Jalapeno, which the company says outperforms existing GPUs in watt-per-performance and costs about half as much. However, even if chip costs dec…
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