AMDยท2025-06-25 17:00AI Infrastructure & Market Perspective - Oracle views AI at an inflection point, suggesting significant growth and change in the industry [1] - The discussion highlights that it's a great time to be an AI customer, implying increased options and competitive pricing [1] - Enterprise AI adoption is underway, but the extent of adoption is still being evaluated [1] - The future of AI training and inference is a key area of focus, indicating ongoing development and innovation [1] Technology & Partnerships - Oracle emphasizes making AI easy for enterprise adoption, suggesting user-friendly solutions and services [1] - AMD and Oracle have a performance-driven partnership, indicating collaboration to optimize AI infrastructure [1] - Cross-collaboration across the AI ecosystem is considered crucial for advancement [1] - Co-innovation on MI355 and future roadmaps between AMD and Oracle is underway [1] - Openness and freedom from lock-in are promoted, suggesting a preference for flexible and interoperable AI solutions [1] Operational Considerations - Training large language models at scale requires evolving compute needs and energy efficiency [1] - Operating in a scarce environment is a challenge, potentially referring to resource constraints like compute power or data [1] - Edge inference can be enabled with fewer GPUs, suggesting advancements in efficient AI deployment [1] Ethical & Societal Impact - Societal impact, guardrails, and responsibility are important considerations in the development and deployment of AI [1]