SED News: AMD’s Big OpenAI Deal, Intel’s Struggles, and Apple’s AI Long Game

Hello and welcome to SED News. I'm Gregor Van. And I'm Trump Volkner. And for anyone that's joining us for the first time on SED News, this is just a slightly different format to the SEDaily podcast where we take a spin through tech news, we go through the headlines, we have a main topic kind of in the middle, and then we look at some Hacker News highlights and some predictions ahead. But as always, nice just to catch up, Sean. We're doing this a little bit earlier than our usual end of month recording, so it's coming a bit earlier to listeners this month. But as usual, there's easily enough for us to cover. But what have you been up to since we last caught up? Oh, just heavy travel schedule this fall. Actually, our big annual conference for Confluent is next week in New Orleans, so I'm gearing up for that. So I've been very busy getting ready for all the big product announcements and stuff that we're gonna be doing there. Should be a fun week, but a very tiring week as well. Yeah. Nice. And how are you? I've started a new role, but, I'm not gonna say which company. Yeah. But, yeah, it's, fun so far. I was also at a it's a big cybersecurity conference here called Govware. Doesn't sound very tech with Gov in the name, but it is. But, yeah, just the usual names and faces showing off their products. I wouldn't say I've seen a lot of, like, change to last year. I feel like last year was the first maybe cybersecurity where AI was, like, really being pushed. This year, I would say it's kind of just more of the same, but I guess that's sort of what we're seeing maybe across the board with a few of these sort of bigger enterprise areas. We should really talk about our predictions from last month because, yeah, let's go through what we did predict or try to predict, and then we also missed one. So, yeah, your prediction, I think, Sean, was to do Salesforce developing a model of their own. Any word on that? No. I knew that was a little bit of an out there reach prediction at the time with Dreamforce coming up. They made lots of big announcements at Dreamforce, but nothing in terms of launching their own model, at least at this point. Yeah. And my one was if you did catch the last episode, there was a hacker news about hosting a web server on a disposable vape, and I thought maybe we'd see something that, like, one up to that on Hacker News. Can't say I did. So that just shows maybe that project was a bit of an outlier for the last few months. But we sort of implicitly predicted something, which was around AMD. We're gonna get into it in our main topic, but why is AMD important? Well, we were …