Mixture of Experts OpenAI, Oracle & AMD shake up AI
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Oct 17, 2025 Volkmar Ulig, a VP of AI Infrastructure known for his expertise in hardware, joins Ambie Ganesan, an AI and analytics partner, and Aaron Baughtman, an IBM fellow, to explore the evolving landscape of AI. They discuss Oracle's strategic shift to AMD chips and its implications for Nvidia’s dominance. The trio delves into the economics of AI investments, debating whether the current cycle is a bubble. They also evaluate the CAISI report on DeepSeek's shortcomings and the bold move of a VC fund replacing analysts with AI agents, highlighting transformative changes in the industry.
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Infrastructure Market Is Diversifying
- The AI infrastructure market is opening up as major players diversify beyond NVIDIA.
- OpenAI's investments in AMD and deals with Oracle show strategic chip and data-center diversification.
Software Stack Still Counts
- Hardware parity is narrowing but software ecosystems still matter a lot.
- CUDA's maturity and NVIDIA's libraries remain a competitive edge despite AMD closing the hardware gap.
GPU Abstraction Is Accelerating
- The industry is converging on CUDA compatibility layers and GPU-agnostic abstractions.
- Projects like Triton aim to hide vendor differences and reduce lock-in to any single GPU vendor.