Unlock the GPU: A developer–investor alliance, can force AMD to fix its software and break Nvidia’s monopoly.
Why settle for another petition when you can put your demands directly on the Board’s agenda? This is the first campaign where developers become investors—uniting with existing shareholders to act as owners and demand real change at the boardroom level.
Why hasn’t AMD broken the CUDA monopoly?
Industry benchmarks show that AMD has the hardware to compete, with the MI300X showing to be absolutely competitive with Nvidia’s H100 GPU on one set of AI inference benchmarks. However, years of broken promises and unreliable software have left developers skeptical and investors cautious.
“NVIDIA’s monopoly isn’t fate. It’s a coordination problem.”
The Real Obstacle: Credibility Crisis
If you’ve ever tried to use AMD for AI, you know the pain: missing features, unstable drivers, or unsupported hardware. ROCm has become known as “the Dark Souls of machine learning”—technically possible, but brutally difficult. Or, as another developer bluntly put it:
“It’s just all a pain to use.” — on the AMD software stack [source]
This reputation, echoed across forums and technical discussions, keeps many developers from even trying AMD for new AI projects. More examples and technical details are documented in the Developer Priorities Document.
Without meaningful, transparent, and ongoing action, developers won’t invest their time, contribute code, or build on AMD’s platform. This credibility gap is the true bottleneck to AMD’s success in AI and high-performance computing.
Our Unique Approach: Shareholder Activism for Open Source
“This is not a petition. This is a lever.”
This isn’t a petition. It’s a resolution—real power, real leverage. Unlike typical open source advocacy, our campaign uses investor rights to require AMD’s Board to address credibility and accountability at the highest level.
This approach works. In 2021, Engine No. 1—a small activist fund—won board seats at ExxonMobil with just 0.02% of shares, forcing real change by rallying other investors. Investor power can move even the biggest companies. We can do the same for open GPU software.
This creates real, public pressure that AMD can’t ignore or spin away. It’s our strategic tool to ensure AMD’s commitments are credible, public, and sustained.
Our Demands
To restore trust and unlock AMD’s potential, we call on AMD to:
- Make credible, public, and ongoing commitments to open-source software development and support, such as publishing detailed roadmaps and progress reports.
- Establish transparent processes for engaging and incorporating input from developers and researchers, for example through a Developer Advisory Board or regular open forums.
- Implement Board-level oversight and transparent reporting, including tracking and disclosing key metrics on software compatibility, installation success, and user satisfaction.
- Provide clear and public support timelines for a broad range of GPUs, including consumer and academic hardware.
These demands are designed to be compatible with what is possible in a shareholder resolution under SEC rules: they focus on credibility, transparency, engagement, and accountability, not prescriptive technical or budgetary details.
The Payoff: Breaking the CUDA Monopoly
If AMD restores trust and delivers on open GPU software, it can break NVIDIA’s monopoly. This will unlock billions in value, end vendor lock-in, and support open innovation in AI and science. The upside is enormous—not just for AMD shareholders, but for the entire technology ecosystem.
- Nvidia Makes Nearly 1,000% Profit on some cards—the “NVIDIA tax”—because it can.
- AMD powers 34% of Top500 supercomputers, but consumer adoption is stalled by software failures.
- The market does not yet price in what happens when AMD fixes the software bottleneck.
How You Can Help
🗳️ Take Action as an Investor
- Buy a share and pledge your vote. Even one share gives you a voice at the shareholder table.
- Learn how shareholder activism works and why it’s effective for forcing corporate change.
💻 Shape the Technical Demands
- Developers: Document your AMD pain points in our Developer Priorities Document.
- Share your technical priorities and developer war stories to strengthen our case.
📋 Improve Our Strategy
- Review our Campaign Action Plan and suggest improvements to our community outreach, timeline, or tactics.
- Help us identify key communities, influencers, or institutional investors we should target.
- Contribute expertise in shareholder activism, campaign organizing, or corporate governance.
🚀 Amplify the Campaign
- Share with founders, angels, and devs in your network who understand the GPU software crisis.
- Fork and remix: All content is open source on GitHub—adapt for your community, translate, or remix as you like.
- Join the movement: Lend your name, technical reputation, or public support.
Ready to get involved? Email team@unlockgpu.com to coordinate your contribution.
We’re tired of being locked out. We want to build, not beg. The time for action is now. Developers know what’s broken. Investors can unlock the value. Join us: vote, organize, and build the future.