AMD Could Skyrocket With Advent Of Reasoning Agents

Summary
  • Reasoning models like OpenAI’s “o1” demand exponentially more inference compute, which benefits AMD due to its superior memory bandwidth and latency capabilities.
  • AI agents could further amplify inference demand, making AMD’s hardware crucial for handling these complex, iterative tasks.
  • AMD’s modular chiplet design offers significant advantages in managing the increased inference loads, positioning it as a strong investment in the evolving AI landscape.
  • Nvidia’s CUDA ecosystem still presents a huge challenge for Nvidia to overcome.

I previously wrote about the positive impact that next generation inference-heavy “reasoning” models will have on Nvidia (NVDA). After further research into Nvidia’s main competitor AMD. “AWS Certified AI Practitioner Early Adopter”I am a DevOps Engineer for a major, wholly owned subsidiary of a large-cap Fortune 500. I am a true subject-matter expert on the actual buildout, deployment, and maintenance of AI tools and applications. I have increasingly deep knowledge on the science behind generative AI systems as a result of first-hand experience with machine learning algorithms, model training, and model deployment.I am currently in the process of obtaining more advanced AWS machine learning certifications to further my AI and machine learning expertise. I contribute to Seeking Alpha as an outlet to share my AI and machine learning insights through an investment-focused lens.Per TipRanks (1/9/25)#1,410 out of 30,477 Financial Bloggers#2,337 out of 39,772 experts.

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