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A couple of thoughts here. * AMD's traditional target market for its GPUs has been HPC as opposed to deep learning/"AI" customers. For example, look at the su
by cepth 2y ago
A couple of thoughts here.
* AMD's traditional target market for its GPUs has been HPC as opposed to deep learning/"AI" customers.
For example, look at the supercomputers at the national labs. AMD has won quite a few high profile bids with the national labs in recent years:
- Frontier (deployment begun in 2021) (https://en.wikipedia.org/wiki/Frontier_(supercomputer) https://en.wikipedia.org/wiki/Frontier_(supercomputer)) - used at Oak Ridge for modeling nuclear reactors, materials science, biology, etc.
- El Capitan (2023) (https://en.wikipedia.org/wiki/El_Capitan_(supercomputer) https://en.wikipedia.org/wiki/El_Capitan_(supercomputer)) - Livermore national lab
AMD GPUs are pretty well represented on the TOP500 list (https://top500.org/lists/top500/list/2024/06/ https://top500.org/lists/top500/list/2024/06/), which tends to feature computers used by major national-level labs for scientific research. AMD CPUs are even moreso represented.
* HPC tends to focus exclusively on FP64 computation, since rounding errors in that kind of use-case are a much bigger deal than in DL (see for example https://hal.science/hal-02486753/document https://hal.science/hal-02486753/document). NVIDIA innovations like TensorFloat, mixed precision, custom silicon (e.g., the "transformer engine") are of limited interest to HPC customers. It's no surprise that AMD didn't pursue similar R&D, given who they were selling GPUs to.
* People tend to forget that less than a decade ago, AMD as a company had a few quarters of cash left before the company would've been bankrupt. When Lisa Su took over as CEO in 2014, AMD market share for all CPUs was 23.4% (even lower in the more lucrative datacenter market). This would bottom out at 17.8% in 2016 (https://www.trefis.com/data/companies/AMD,.INTC/no-login-required/TfU13vlN/Intel-vs-AMD-How-Have-Revenues-Key-Operating-Metrics-Changed-Over-Recent-Years https://www.trefis.com/data/companies/AMD,.INTC/no-login-req...).
AMD's "Zen moment" didn't arrive until March 2017. And it wasn't until Zen 2 (July 2019), that major datacenter customers began to adopt AMD CPUs again.
* In interviews with key AMD figures like Mark Papermaster and Forrest Norrod, they've mentioned how in the years leading up to the Zen release, all other R&D was slashed to the bone. You can see (https://www.statista.com/statistics/267873/amds-expenditure-on-research-and-development-since-2001 https://www.statista.com/statistics/267873/amds-expenditure-...) that AMD R&D spending didn't surpass its previous peak (on a nominal dollar, not even inflation-adjusted, basis) until 2020.
There was barely enough money to fund the CPUs that would stop the company from going bankrupt, much less fund GPU hardware and software development.
* By the time AMD could afford to spend on GPU development, CUDA was the entrenched leader. CUDA was first released in 2003(!), ROCm not until 2016. AMD is playing from behind, and had to make various concessions. The ROCm API is designed around CUDA API verbs/nouns. AMD funded ZLUDA, intended to be a "translation layer" so that CUDA programs can run as a drop-in on ROCm.
* There's a chicken-and-egg problem here.
1) There's only one major cloud (Azure) that has ready access to AMD's datacenter-grade GPUs (the Instinct series).
2) I suspect a substantial portion of their datacenter revenue still comes from traditional HPC customers, who have no need for the ROCm stack.
3) The lack of a ROCm developer ecosystem means that development and bug fixes come much slower than they would for CUDA. For example, the mainline TensorFlow release was broken on ROCm for a while (you had to install the nightly release).
4) But, things are improving (slowly). ROCm 6 works substantially better than ROCm 5 did for me. PyTorch and TensorFlow benchmark suites will run.
Trust me, I share the frustration around the semi-broken state that ROCm is in for deep learning applications. As an owner of various NVIDIA GPUs (from consumer laptop/desktop cards to datacenter accelerators), in 90% of cases things just work on CUDA.
On ROCm, as of today it definitely doesn't "just work". I put together a guide for Framework laptop owners to get ROCm working on the AMD GPU that ships as an optional add-in (https://community.frame.work/t/installing-rocm-hiplib-on-ubuntu-22-04/50412/2 https://community.frame.work/t/installing-rocm-hiplib-on-ubu...). This took a lot of head banging, and the parsing of obscure blogs and Github issues.
TL;DR, if you consider where AMD GPUs were just a few years ago, things are much better now. But, it still takes too much effort for the average developer to get started on ROCm today.
- fulafel 2y agoGood summary. There was also the 2010's multivendor HSA and OpenCL software evolution directions that ended up losing other vendors on the way and many customers turned out to accept the proprietary Cuda.
- KeplerBoy 2y agoSmall correction: CUDA was first released in 2007 and of course Nvidia was also aiming at HPC before the AlexNet moment.
- vegabook 2y agoSummary: AMD works if you spend 500m USD+ with them. Then they'll throw an army of their own software engineers into the contract who will hold your hand every step of the way, and remove all the jank for you. By contrast, since at least 10 years ago, I could buy any GTX card and CUDA worked out of the box, and that applied right down to a $99 Jetson Nano. AMD's strategy looks a lot like IBM's mainframe strategy of the 80s. And that didn't go well.
- cepth 2y agoNo, not really? The customers at the national labs are not going to be sharing custom HPC code with AMD engineers, if for no other reason than security clearances. Nuclear stockpile modeling code, or materials science simulations are not being shared with some SWE at AMD. AMD is not “removing jank”, for these customers. It’s that these customers don’t need a modern DL stack. Let’s not pretend like CUDA works/has always worked out of the box. There’s forced obsolescence (“CUDA compute capability”). CUDA didn’t even have backwards compatibility for minor releases (.1,.2, etc.) until version 11.0. The distinction between CUDA, CUDA toolkit, CUDNN, and the actual driver is still inscrutable to many new devs (see the common questions asked on r/localLlama and r/StableDiffusion). Directionally, AMD is trending away from your mainframe analogy. The first consumer cards got official ROCm support in 5.0. And you have been able to run real DL workloads on budget laptop cards since 5.4 (I’ve done so personally). Developer support is improving (arguably too slowly), but it’s improving. Hugging Face, Cohere, MLIR, Lamini, PyTorch, TensorFlow, DataBricks, etc all now have first party support for ROCm.