Software Engineering Daily SED News: AMD’s Big OpenAI Deal, Intel’s Struggles, and Apple’s AI Long Game
9 snips
Nov 4, 2025 In a deep dive into the tech landscape, hosts explore AMD's strategic partnership with OpenAI and the implications for chipmakers like Intel and NVIDIA. They discuss the $1.7 billion acquisition of Security AI and a significant funding round for Periodic Labs, merging AI with wet-lab science. An analysis of the recent AWS outage reveals its impact on numerous companies. Apple makes waves with a rare reversal on its UI design. Plus, highlights from Hacker News showcase innovative developer discussions, including a clever Kindle DRM teardown.
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Plan For Cloud Region Failures
- Don't rely on a single cloud region or provider for critical services; design for regional and service-level redundancy.
- Mitigate outages by distributing dependencies and planning for graceful degradation across regions.
Why Intel Needs More Than Good PR
- Intel's decline stemmed from product quality, lost customers, and strategic distractions rather than just market shifts.
- Recovering requires massive capital and refocusing on delivering competitive chips, not only policy wins or PR.
AMD And OpenAI: Equity Turns Customers Into Partners
- AMD's partnership with OpenAI (including up to 10% stake) signals deep vendor alignment beyond simple chip purchases.
- Equity ties increase switching costs and can rapidly re-rate public valuations when marquee AI players announce deals.
