What impact might OpenAI’s personnel shakeup have on Nvidia, AMD, Intel and Microsoft?

The impact of OpenAI’s personnel shock:

Ultraman won

He can finally get some equity!

MicrosoftWin

Unless OpenAI changes its attitude quickly and tries to retain employees. First, Microsoft gets OpenAI leadership at the helm. Second, hundreds of employees will follow as quickly as possible while they're still freaking out. Third, Microsoft and Azure will now have all the weight of GPT-4. Fourth, Azure Cloud is about to have more orders and its market share has increased compared with Amazon AWS and Google Cloud Computing.

NVIDIA MAY WIN

NVIDIA has significantly expanded the GPU application landscape based on demand for Hopper and Grace Hopper chips and the associated CoSWoS capacity required by HBM. If Nvidia can reallocate tens of thousands of employees to the new Microsoft AI subsidiary without losing customers to AMD, Nvidia will win. AMD can win with more CPUs, but what about GPUs? ?

AMD has a good CPU share with the Nvidia graphics processors mentioned above and may get a boost in orders giving them the leading Epyc CPUs. As for the upcoming MI300, we've heard that OpenAI is excited about the prospect, and that excitement will likely continue as the team heads to Microsoft. If AMD can secure funding from TSMC, it could be the biggest winner.

Intel is likely to win with Xeon

Similarly, Intel will sell more Xeons. However, Gaudi faces challenges transitioning to Gaudi 3, so Microsoft may not jump at the chance to buy tens of thousands of Gaudi 2 units. While Gaudi 3 looks promising, I suspect it's too late.

OpenAI is the loser

The content to be rewritten is: Boom!

Google loses

Any gain in AI talent that Microsoft makes is Google’s loss unless it can surpass Microsoft.

Safety of AI

Microsoft does a better job than OpenAI at balancing the speed and security of AI, pray for this!

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