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AMD’s Untether AI Deal - Bad Signs for GPU-Driven AI training
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this post was submitted on 07 Jun 2025
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Because it’s a separate physical die.
Taping out, aka simply designing a large GPU chip for production is at least a 9 figure cost. Hence Nvidia/AMD offer a relatively small selection of physical dies in products, as each die has a huge fixed cost. But AMD has specifically taken the approach of splitting up chips into smaller sections, and linking them together by placing them right next to each other, stacking them, and so on.
Hence, if AMD, say, acquire a niche ASIC company, theoretically they can slap a variant of their design next to existing GPUs, or even next to existing CPUs, and have it share the memory bus, general compute, and other functions, without paying the full 9 figures for a massive new chip. There’s still testing costs, but it’s not so prohibitive.