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> They would need a trillion dollars in capital to have a chance imho. All AMD would really need is for Nvidia innovation to stall. Which, with many of their e
by acchow 2y ago
> They would need a trillion dollars in capital to have a chance imho.
All AMD would really need is for Nvidia innovation to stall. Which, with many of their engineers coasting on $10M annual compensation, seems not too far fetched
- sangnoir 2y agoAMD can go toe to toe with Nvidia on hardware innovation. What AMD had realised (correctly, IMO), is that all they need is for hyperscalers to match/come close to Nvidia on software innovation on AMD hardware - Amazon/Meta/Microsoft engineers can get their foundation models running on M1300X well enough for their needs - CUDA is not much of moat in that market-segment where there are dedicated AI-infrastructure teams. If the price is right, they may shift some of those CapEx dollars from Nvidia to AMD. Few AI practitioners - and even fewer LLM consumers - care about the libraries underpinning torch/numpy/high-level-python-framework/$LLM-service, as long as it works.