▶ 5:11 · $WAFER · $AMD · Wafer CEO demonstrates AMD chips match Nvidia performance at half cost via AI-driven kernel optimization

episode briefing

Nvidia Invests $3.5B into MediaTek, Wafer Raises $40M Series A, VC Argues for Raising Less for AI

2026-09-02 · 5 company · 6 thematic

sentiment

4 bull0 bear1 neu

speakers

amelio andere

Co-founder and CEO of Wafer, an AI inference cloud that uses AI agents to optimize open-source LLMs for heterogeneous chip architectures, demonstrated AMD parity with Nvidia at half cost.

finn barnes

Co-founder of The General Partnership, a VC firm advocating capital-efficient AI application software investing; critiques mega-fund dynamics and neocloud model.

mustafa nemovala

Partner at NEA focusing on semiconductor and AI infrastructure investments; analyzes Nvidia's ecosystem strategy and MediaTek partnership.

quote

“>> Yeah. So we were able to show this with two two open source models. The first one was GLM 5.2 2 where actually it was about 80 to 90% of the performance as an Nvidia chip but it was half the cost right and then there's a second example…”

—amelio andere

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