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Dylan Patel
@dylan522p
SemiAnalysis AI Infrastructure Research and Consulting DMs are open for consulting, quotes, or to talk shop, Opinions my own
Joined April 2018
1K Following    163.8K Followers
Spoke with AMD, they did not ship / sell this dual use chip to this firm and they're investigating the sourcing. This violates their policies + they work with authorities to take action on violations I am very concerned about the fact that pricing discrepancy is so large. I have heard from multiple folks that there are bitstream compatible FPGAs not from AMD that are floating around too.
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US supply chains for electronics suck so much AMD found a business opportunity in dumping US military chips for 1/4 of the cost in China. US list price is $36k for this chip, with $4-5k to US companies at volume, but it's getting quoted $1k in China to crowdfunding campaigns AMD needs to be investigated for treason. it's not just export violations, but it's literally selling military end use components to an adversary for less than your home country.... Pharma companies are also similarly treasonous
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