These things are all bets on the future -- and with the World Labs and Taalas acquisitions, in particular, the bet they're making is that conventional LLM development will plateau or become utterly commodified.
It's also a hedged bet against Nvidia's interest in fullstack robotics. AMD missed the datacenter train, but it's not too late to start building out an edge robotics hardware stack, maybe derived from CDNA.
I haven't heard about them, I was going to comment about how these reaserchers will get bitter lesson'd, but after looking at what they do, their "world models" are actually transformer models.
This means that the conversation has shifted to the point where we can assume that transforms hold emergent world models (already proven for tiny toy worlds). This is good, because it's probably true.
In any case, this looks awesome and I wish them all the best!
Bloomberg: https://www.bloomberg.com/news/articles/2026-09-28/amd-to-bu...
Worldlabs PR: https://www.worldlabs.ai/blog/amd-announcement
CNBC: https://www.cnbc.com/2026/09/28/amd-fei-fei-li-world-labs.ht...
Tweet: https://twitter.com/EdLudlow/status/2104664216393420843
What is AMD getting out of this?
Talent and ability to create next gen of multimodal models.
Mostly just 3d world models though, they're not the same as multimodal models.
They're building quite the stack in experimental and ambitious AI model development.
For e.g., they recently acquired Taalas. https://news.ycombinator.com/item?id=49201970
These things are all bets on the future -- and with the World Labs and Taalas acquisitions, in particular, the bet they're making is that conventional LLM development will plateau or become utterly commodified.
It's also a hedged bet against Nvidia's interest in fullstack robotics. AMD missed the datacenter train, but it's not too late to start building out an edge robotics hardware stack, maybe derived from CDNA.
I haven't heard about them, I was going to comment about how these reaserchers will get bitter lesson'd, but after looking at what they do, their "world models" are actually transformer models.
This means that the conversation has shifted to the point where we can assume that transforms hold emergent world models (already proven for tiny toy worlds). This is good, because it's probably true.
In any case, this looks awesome and I wish them all the best!