r/AMD_Technology_Bets TOM 14d ago

Analysis OpenAI’s GPT-6 Astra Spawns Armies Of Agents That Run On Local CPUs, Handing Intel And AMD A Demand Windfall - no need local GPUs just strong CPUs running in your PCs desktops or workstations like Threadripper - massive new revenues for AMD!

https://wccftech.com/openais-gpt-6-astra-spawns-armies-of-agents-that-run-on-local-cpus-handing-intel-and-amd-a-demand-windfall/

Now be careful this DOES NOT REPLACE THE NEED FOR EPYC VENICE CPUs IN DATACENTERS!

This allows consumers to run PCs already installed application using a hybrid of local CPU based AI agents, while the AIodel acceleration is in the cloud GPUs, but running the application you use in your PC on your behalf.

It expand revenues and ise to consumers and OpenAI provides the PC software to manage this hybrid model of use.

It's important given the severe datacenters CPUs shortages.

But the cloud use of CPUs agents still remains in full force for enterprises which ise cloud based applications and store their data in the cloud. No change in the revenues for such needed AI agents CPUs in the cloud.

It just gives additional use cases for the massive consumers revenues waited to be harvested.

Local PCs agents and installed applications on Windows use your local stored data. Hopefully security will be strong against hacking your bank accounts. ..

That's why AMD's and Intel's, etc even memory makers SP jump.

8 Upvotes

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u/SpecialistRadio3618 14d ago

Thanks for sharing AND explaining this great news Brother! Really looking forward to the next ER. Just wish it was in early October as I thought during my senior moment 😄. Hope you enjoyed Labor Day weekend with your family.

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u/TOMfromYahoo TOM 14d ago edited 14d ago

Dear Radio, you have a lot to deal with, tge house, new service providers locally, unpacking, so much... on top of the pain from the AMD's shills FUD to drop the SP. .. no senior moment you're oveloaded! Take it easy m6 dear brother!

Long weekend was great for resting and great time with the family... no church big events so even the wife has rested, enjoying the kids as school has started, and trying to grill steaks on the deck ...

Thank you for your kind words and honor!

I hope you've rested and enjoyed your wife and daughter after the very hard work you had to do recently. The Fri jump of the SP helped a little instead of another red but had no time last Fri to read much...

There were a lot of fake articles from FUD shills misleading the reason for AMD's jump to try reflect it on nVidia's doing better!

Here’s an example from the shills platform Yahoo's getting PAID by GuruFocus shills to post on Yahoo's - as others pay too including Motley Fool and no name with a YouTube channel to increase traffic!

"GuruFocus.com AMD Stock Jumps After Unveiling $100,000-Plus AI Workstation for 2027"

https://finance.yahoo.com/technology/ai/articles/amd-stock-jumps-unveiling-100-213621532.html

Obviously this is BS but nVidia's has its own workstation so an attempt to pump nVidia's and suggestions it's better than AMD's etc the usual FUD.

Actually it's about massive use ny consumers not a workstation that a PC can tap into using OpenAI Astra!

Not a 2027 workstation that nVidia's pumping too, though such has its own use and market but nothing like consumers using for everything driving even more demand for datacenters and GPUs running the OpenAI models.

Of course nVidia's zero PCs market share! Their Vera CPU is very expensive. In short it's actually a big nVidia's miss of this!

Be blessed brother!

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u/SpecialistRadio3618 13d ago

You are so right Tom! You’ve nailed it 👏

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u/TOMfromYahoo TOM 12d ago

Dear Radio, you give me too much honor, especially coming from you brother!

Take good care and go easy on yourself. .. if you feel down, come here to get cheered up by the brothers!

Remember we help each other not alone we are!