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According to this and SemiAnalysis[1], the MI300X seems impressive. Better than Nvidia's H100 and maybe a bit inferior to the H200. Why is Nvidia worth $1 trill
by rreichman 3y ago
According to this and SemiAnalysis[1], the MI300X seems impressive. Better than Nvidia's H100 and maybe a bit inferior to the H200. Why is Nvidia worth $1 trillion more?
[1] - https://www.semianalysis.com/p/amd-mi300-performance-faster-than https://www.semianalysis.com/p/amd-mi300-performance-faster-...
- mattnewton 3y agoCUDA
- rreichman 3y agoCUDA is becoming less important over time
- frognumber 3y agoI'm not sure it is. You can do more with non-CUDA now than ever before. At the same time, the number of things you can do only with CUDA is greater than ever before too. The whole field it growing, and it's hard to compare.
- tedunangst 3y ago$9B in profit vs $300M will have that effect.
- rreichman 3y agoSure but the future is not the past
- riku_iki 3y agoAMD p/e is 900 vs 60 for NVDA, so investors already heavily invested into AMD future.
- tedunangst 3y agoTime to buy those calls.
- fvv 3y agoXilinx amortization..