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AMD 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
by sangnoir 2y ago
AMD 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.