ChatGPT: OpenAI, Sam Altman, AI, Joe Rogan, Artificial Intelligence, Practical AI Cohere and AMD: A New AI Alliance
Sep 27, 2025
Cohere's recent $7 billion valuation and strategic partnership with AMD are reshaping the AI landscape. The discussion dives into how this collaboration leverages AMD's GPUs for model efficiency, contrasting against NVIDIA's strategies. Insights into Cohere's roots, including co-founder Aidan Gomez's influence, reveal its technical prowess. Emphasis on catering to enterprise customers highlights the demand for data sovereignty. Finally, there's a look into potential growth avenues, including expanding consumer visibility and vertical-specific enhancements.
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Enterprise-First AI Positioning
- Cohere is focused on building enterprise AI models rather than consumer chat products like ChatGPT.
- This specialization explains their positioning and investor interest despite lower public visibility.
GPU Partnerships Drive Strategic Investment
- Cohere partnered with AMD to run models on AMD Instinct GPUs and secured AMD as an investor.
- Hardware alliances can attract strategic capital and distinguish AI companies in a GPU-dominated ecosystem.
Founder's Transformer Roots
- Aidan Gomez co-founded Cohere in 2019 and was an author on the Transformers paper 'Attention Is All You Need.'
- His pedigree contributed to early expectations that Cohere would be a major model contender.
