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Don't disagree, but it is is nuts how AMD is leaving billions on the table by not finishing the project by writing the software.
by sitkack 3y ago
Don't disagree, but it is is nuts how AMD is leaving billions on the table by not finishing the project by writing the software.
- incrudible 3y agoEven if they finished it yesterday, it would take years to convince everyone that this time it will be worth investing in AMD, at which point the whole datacenter AI hype may already be over.
- sitkack 3y agoThe AI hype will not end. AMD just has to support transformers. OSS is already building it, at which point you can finetune an open weights model on an MI300. Nvidia is in the same place that Cisco and Sun were during the dot.com boom. People are just buying the mainstream think that works. It doesn't take years, it takes an accountant.