mi300x production is ramping , in latest earning report lisa su said 1H2024 is production capped , 2h2024 have increased production ( and still have some to sel

mi300x production is ramping , in latest earning report lisa su said 1H2024 is production capped , 2h2024 have increased production ( and still have some to sell ), thanks probably to cowos and hbm3/(e?) supply improved large orders for those accelerators are placed months ahead meanwhile mi300x on microsoft are fully booked... https://techcommunity.microsoft.com/t5/azure-high-performance-computing/introducing-the-new-azure-ai-infrastructure-vm-series-nd-mi300x/ba-p/4145152 https://techcommunity.microsoft.com/t5/azure-high-performanc... "Scalable AI infrastructure running the capable OpenAI models These VMs, and the software that powers them, were purpose-built for our own Azure AI services production workloads. We have already optimized the most capable natural language model in the world, GPT-4 Turbo, for these VMs. ND MI300X v5 VMs offer leading cost performance for popular OpenAI and open-source models."